Having The Right Insurance In Place

May 22, 2019 | Insurance

Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.

Donor advised funds for charitable giving

May 13, 2019 | Charitable Giving

Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.

Withdrawals and the Health of Your Portfolio

May 7, 2019 | Wealth Management

In this video, Laura Kuntz, CPA/PFS, MBT, describes how personal wealth management includes not withdrawing too much from your portfolio, even in the good years.

Wealth Preservation: Growth vs. Protection

Apr 25, 2019 | Wealth Management

In this video, Laura Kuntz CPA/PFS, MBT, talks about the importance of a balance between growth and protection in your portfolio, including a demonstration of how investment volatility can cost money.

During Divorce: Providing For Your Children

Apr 16, 2019 | Life After Divorce

Primary caregivers need to be careful that helping your children doesn’t take money from their retirement. In this video, Laura Kuntz CPA/PFS, MBT, talks about ways to send children to the provider parents for their financial needs while retaining a close emotional bond with them.

During Divorce: How To Find Cash In Your Investments

Apr 4, 2019 | Life After Divorce

In this video, Laura Kuntz CPA/PFS, MBT, looks at reasonable ways to go to your portfolio and get the cash you need to finalize your divorce.

Tax Season Or Fraud Season?

Mar 29, 2019 | Reducing Income Tax

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.