When a divorce wraps up, there are still plenty of financial matters to attend to. This handy list may help anyone who has “loose ends” to deal with.
Blog posts by Mallory Kretman
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
Considerations for a midlife career change
A midlife career change is a big goal for many of our clients — especially women. If you’re among those dreaming, have you taken these three steps?
How a second marriage effects your finances
When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.
Six steps to prepare for the inevitable loss of a spouse
Preparing for the death of a spouse ahead of time can help the survivor avoid making hasty or uninformed decisions after the other is gone.
Retirement planning when partners disagree
Many couples disagree on retirement plans. There are a few key areas where they should find common ground long before they step away from the job.
How to create a budget in three steps
Creating a budget can be daunting. As someone who has guided many clients on how to create a budget, I follow the below steps.
The impact mentors have had on my career
As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.
Mortgage interest rates are hitting new lows
With amazingly low mortgage rates, now may be just the time to refinance.