Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
Blog posts by Mallory Kretman, Wealth Manager
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.
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...
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?
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
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.
How to set income and expenses in retirement
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.
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.
When partners disagree about retirement planning
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.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
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.
Retirement concerns that shouldn’t keep you up at night
We explore some common retirement concerns of our clients – and share why we believe they shouldn’t worry you.