Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
Blog posts by Laura Kuntz, Senior Wealth Manager
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.
What is an Irrevocable Trust?
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
How Secure is Social Security?
The Social Security Board of Trustees will begin tapping its nearly $3 trillion trust fund to cover payouts this year – the first time since 1982 that the trust fund will pay out more than it takes in.
Gardening & Socially Responsible Investing
The last frost is safely behind us, daylight stretches into the late evening, and a couple months of favorable weather is still ahead.
Protecting Your Financial Information
Cyber and identity theft are big business. In a recent session I attended on this topic, the presenter pulled up a website that sold stolen credit card numbers. There were over fifteen available stolen credit card numbers in one Edina zip code alone.
In the News: Higher Financial Practice Standards
You may have heard media reports that the Department of Labor (DOL) has announced a 60-day delay of its Fiduciary Rule effort.