Laurel Wealth Planning logo
  • Home
  • Who We Are
    • Meet the Team
    • Our Values
    • Our History
    • Our Awards
  • How We Help
    • Our Focus
    • Our Services
    • FAQs
  • Learning Center
    • Insights
    • Resources
  • Contact Us
  • Investment News
  • Wealth Management
    • Estate Planning
    • Insurance
    • Reducing Income Tax
  • Living Your Values
    • Charitable Giving
    • ESG Investing
  • Life Transitions
    • Life After Divorce
    • Loss of a Loved One
    • Retirement
  • LWP News
    • Our Mentors

Insights Topics

  • Investment News
  • Wealth Management
  • Living Your Values
  • Life Transitions
  • LWP News

Blog posts by Jesse Kuusisto, Wealth Manager

Use tax time to organize your finances

Use tax time to organize your finances

Jan 2, 2023 | Wealth Management

Use tax time to get the rest of your finances in order. Work through this checklist to ensure no opportunities are overlooked.

Pay off debt or invest? Factors to consider

Pay off debt or invest? Factors to consider

Jul 27, 2021 | Wealth Management

A common question for people of all ages and incomes is whether to pay off debt or invest. Let’s explore some factors to help you make the choice.

Mentors’ vision and commitment reflected in my life

Mentors’ vision and commitment reflected in my life

Jun 21, 2021 | LWP News, Our Mentors

In a way, my parents were two sides of a coin. Their influence helped put my sights on what my future could be and gave me the tools to make it happen.

Five financial tips for young adults

Five financial tips for young adults

Apr 22, 2021 | Life Transitions

Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.

What’s next as SRI evolves into ESG investing?

What’s next as SRI evolves into ESG investing?

Feb 18, 2021 | ESG Investing, Investment News

ESG is one of the most popular investment trends in finance right now, and China has emerged a new frontier.

Teach Your Child or Grandchild These Five Financial Basics

Teach Your Child or Grandchild These Five Financial Basics

Jun 12, 2018 | Living Your Values, Wealth Management

Imagine an aspiring student athlete attending fourth period economics in an ordinary high school classroom. While others might have looked on Economics as dry, this student found he really liked the study of the world’s markets and how they operated.

LWP crest logo

Phone: (952) 854-6250 or 1-877-212-6700
Fax: (952) 854-6276

3300 Edinborough Way, Suite 790
Edina, MN 55435

Follow us on Facebook and LinkedIn

Raymond James Portal
Laurel Wealth Planning Portal

Privacy Notice

Disclaimer

Public Disclosure, Form ADV Parts 1, 2, 2b, and 3 (Form CRS)

CAREERS

While we are a completely independent firm, and can custody client money through any independent investment firm, we currently generally recommend to clients that their investments be custodied through Raymond James Financial Services, Inc. Raymond James is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and internationally. One of the first firms to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms.