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Recently divorced? This article, the first in a three-part series of attorney insights, covers the next steps you should take after the judgment.
Laura shares reflections on community, compassion, and market volatility, along with an update on how Laurel Wealth Planning continues to steward client portfolios with discipline and care during uncertain times.
Before filing for divorce, take these 7 financial steps. Safeguard your assets, plan your next move, and face the future with confidence!
You may be aware that President Trump is a “yuge” fan of the Federal Reserve Board (FED) cutting interest rates to juice the economy, especially as things are slowing, in part due to tariffs. This is not the first time a president has tried to use interest rate to spur economic activity during their term in office.
Leave a positive impact for generations with a legacy giving plan. Our latest article explains how.
At Laurel Wealth Planning, we believe in celebrating the accomplishments of our exceptional team members who continually go above and beyond for our clients and community. Today, we proudly highlight Mallory Kretman’s recent recognition, a testament to her dedication, leadership, and impact in the wealth management field.
“Is there an AI bubble?” is a question I’ve been getting lately from clients. My answer is, “Yes, and it’s a good thing. It allows the technology to go down blind alleys and rabbit holes so that something new can be created.” Let’s look at technology history and how to invest during a time like this.
This Thanksgiving, we’re reflecting on what we’re most grateful for: the opportunity to serve our clients and our community.
Finishing out this year’s tax planning? Read our latest post to discover key year-end strategies.
Our team returned from ASCEND 2025 energized and ready to apply fresh insights to help you stay ahead. We’re always investing in new knowledge so you can make confident, informed financial decisions. Read about takeaways here.
The earlier you start planning, the easier building a financial future becomes. Discover indispensable financial tools for young people.
Hear What Our Clients Say:
"We are honored to be recognized for the care we give our clients and the standards we hold ourselves to. There is nothing more important to us than helping our clients meet their financial goals."
Laura Kuntz, Senior Wealth Manager and CEO
The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.