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...
Blog posts by Mallory Kretman, Wealth Manager
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.