Learn about Socially Responsible Investing from Laura Kuntz and Saul Baumann.
Blog posts by Laura Kuntz, Senior Wealth Manager
Celebrating 20 Years of Laurel Wealth Planning
Laura Kuntz is joined by Mallory Kretman and Saul Baumann to talk about how LWP has grown.
People Change. Values Remain.
There are many reasons to start your own business, which I did 20 years ago.
Ways To Enhance Estate Planning
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.
Having The Right Insurance In Place
Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
Donor advised funds for charitable giving
Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.
Withdrawals and the Health of Your Portfolio
In this video, Laura Kuntz, CPA/PFS, MBT, describes how personal wealth management includes not withdrawing too much from your portfolio, even in the good years.
Wealth Preservation: Growth vs. Protection
In this video, Laura Kuntz CPA/PFS, MBT, talks about the importance of a balance between growth and protection in your portfolio, including a demonstration of how investment volatility can cost money.
During Divorce: Providing For Your Children
Primary caregivers need to be careful that helping your children doesn’t take money from their retirement. In this video, Laura Kuntz CPA/PFS, MBT, talks about ways to send children to the provider parents for their financial needs while retaining a close emotional bond with them.
During Divorce: How To Find Cash In Your Investments
In this video, Laura Kuntz CPA/PFS, MBT, looks at reasonable ways to go to your portfolio and get the cash you need to finalize your divorce.
Considerations For Widows And Widowers
After the death of a spouse, it’s crucial to work with a financial planner who knows you and has your goals in mind.
Dealing With Divorce: What Most Women Overlook
Laura Kuntz CPA/PFS, MBT, looks at one way women approach the divorce process and their after-divorce lifestyle and what they usually miss.
Dealing With Divorce: Avoid This Common Mistake
Life after divorce can be easier if you avoid this very common mistake many women make.
The People Involved in an Irrevocable Trust
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.