A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.
Consider creating an ethical will (or legacy letter)
Ethical wills are a way to account for the intangible things you want to leave to your loved ones.
Highlights of current and future energy tax credits
If you’ve invested in energy efficiency or alternative energy for your home or vehicle, make sure you claim the energy tax credits on your tax return.
What are your retirement insurance needs? You might be surprised.
Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.
Gifting money to family members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
After divorce checklist for finances
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.
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.
How to write your money story. And why it matters.
At Laurel Wealth Planning we often talk with clients about their "money story." We help them identify their views on money — which impact how they make...