As we reflect on the meaningful milestone of 25 years in business, we’re filled with gratitude for the clients and community members who joined us for an...
LWP Blog: Financial Insights
How Divorcees Can Manage Finances at Any Age
Divorce is often a significant life event with far-reaching consequences, including comprehensive financial implications. The consequences can vary greatly...
Reflecting on Gratitude and Giving: How We’re Supporting UNICEF This Season
As we reflect on all we’re thankful for this Thanksgiving, we are reminded of the importance of generosity. This year, Laurel Wealth Planning is donating...
Why Women Need a Different Approach to Retirement Planning
Since societies first began measuring life expectancy in the late 17th century, it’s been observed that women tend to live longer than men. This makes...
Flash Investment Update
By Laura Kuntz, CPA/PFS, MBT Chief Investment Officer and Sr. Wealth Manager Just yesterday, a big financial event occurred. The Federal Reserve Board...
Finding Purpose, Health & Identity in Retirement
Retirement is a time many people look forward to during their working lives. One of the key goals while working and investing, people commonly frame...
Meet the LWP Leadership Team
Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
National CPA Conference Adds to Laurel Wealth Planning Tax Planning Approach
In early June, I attended the AICPA national conference, a gathering of thousands of CPAs, where I participated in advanced income tax and estate planning...
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
Effective Strategies for Relieving Financial Stress
Financial planning and mental health are two significant aspects of our lives that are often seen as distinct from one another. But the truth is that these...
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.