This month we celebrated 20 years as fiduciary financial planners at Laurel Wealth Planning.
LWP Blog: Financial Insights
Learn about Socially Responsible Investing from Laura Kuntz and Saul Baumann.
Laura Kuntz is joined by Mallory Kretman and Saul Baumann to talk about how LWP has grown.
There are many reasons to start your own business, which I did 20 years ago.
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.
Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.