For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
LWP Blog: Financial Insights
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
Investing in companies based on their values has long been popular. Learn the state of this type of investing and what the future might bring.
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
Laura Kuntz shares why she is delighted to serve clients for years to come.
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
Federal student loan payments are starting up again. Learn what to do next.
It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
At Laurel Wealth Planning, we are building a structure and team that will help our clients for years to come.
If you want your cabin to remain in the family, do you have a plan for how to make that happen? Here are some considerations.