A primary objective of the incoming Presidential administration and Congress will be to reform current tax laws that are set to expire at the end of 2025 and...
LWP Blog: Financial Insights
Gifting Money to Family Members 101
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
Happy Holidays from Laurel Wealth Planning
As the year comes to a close, we want to take a moment to express our gratitude for being part of your journey. Whether you celebrate Hanukkah, Christmas, or...
Savvy Tax-Planning Strategies Before Year-End
Along with holiday preparations and celebration, it would be a great idea to set aside some time before year-end to review your 2024 tax situation with your...
Laurel Wealth Planning’s Charitable Giving Impact
The Laurel Wealth Planning (LWP) team believes that true wealth goes beyond material triumphs. True wealth includes a legacy that spans generations, a sense...
Social Security and Your Retirement: What to Expect
Financial professionals who work in Social Security planning frequently address concerns about the system’s future. It’s well known that the Social Security...
Celebrating 25 Years of Laurel Wealth Planning: A Night to Remember
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...
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...