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?
Blog posts by Mallory Kretman, Wealth Manager
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.
Does your estate plan need an update?
Our clients often update their wills for personal reasons such as a change in beneficiaries or to change their executor, trustee, or child’s guardian. But...
Health Care Planning After Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
Tax Season Or Fraud Season?
Last year (per Raymond James), the Internal Revenue Service (IRS) saw a 60% increase in phishing scams that tried to steal money or tax data from individuals.
Holiday Season Cybersecurity Tips
At Laurel Wealth Planning, we care about your financial security, which means we care about your cybersecurity. Here are some tips for online shopping this holiday season.
Common Scams Targeting Seniors
As we recognize World Elder Abuse Awareness Day today, we are reminded of a sobering fact: senior citizens are an especially vulnerable segment of the population.