Mallory Kretman, Author at Laurel Wealth Planning

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.

A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.

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?

When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.

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.

Mar 5, 2021 | Retirement

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.

Creating a budget can be daunting. As someone who has guided many clients on how to create a budget, I follow the below steps.

As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.

With amazingly low mortgage rates, now may be just the time to refinance.

Blog posts by Mallory Kretman