Retirement Planning for Women: Timing and Cost Surprises

Ladies, are you ready for retirement’s curveballs? ⚾️ Let’s dive into the surprising costs and timing factors that often catch women off guard. Don’t get blindsided!

Why Work With Fiduciary Advisors? The Key to Trustworthy Financial Guidance

Is your financial advisor working for you—or for their commission? Learn why working with a fiduciary advisor makes all the difference.

LWP Investment Update (Q1 2025): Tariffs, Tech, and Investment Strategies

In this Q1 Market Update for 2025, Laura Kuntz, CPA/PFS, MBT, Partner at Laurel Wealth Planning, shares insights on market trends from January 1 to March 31, 2025.

Repealed Law May Boost Social Security for Certain Public Sector Workers

If you were a municipal or State employee, your Social Security income benefits could be getting a boost. Read about the WEP/GPO law repeal and learn how this may affect your retirement income plan!

The Value of Comprehensive Financial and Investment Advice

At Laurel Wealth Planning, we are honored to help our clients navigate their financial journeys, helping their money work as effectively as possible to...

Happy Holidays from Laurel Wealth Planning

As the year comes to a close, we want to take a moment to express our gratitude for being part of your journey. Whether you celebrate Hanukkah, Christmas, or...

Savvy Tax-Planning Strategies Before Year-End

Along with holiday preparations and celebration, it would be a great idea to set aside some time before year-end to review your 2024 tax situation with your...

Laurel Wealth Planning’s Charitable Giving Impact

The Laurel Wealth Planning (LWP) team believes that true wealth goes beyond material triumphs. True wealth includes a legacy that spans generations, a sense...

Celebrating 25 Years of Laurel Wealth Planning: A Night to Remember

As we reflect on the meaningful milestone of 25 years in business, we’re filled with gratitude for the clients and community members who joined us for an...

Reflecting on Gratitude and Giving: How We’re Supporting UNICEF This Season

As we reflect on all we’re thankful for this Thanksgiving, we are reminded of the importance of generosity. This year, Laurel Wealth Planning is donating...

Meet the LWP Leadership Team

Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...

From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor

Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...