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.
LWP Blog: Financial Insights
During Divorce: Providing For Your Children
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
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?
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.
Considerations For Widows And Widowers
After the death of a spouse, it’s crucial to work with a financial planner who knows you and has your goals in mind.
Dealing With Divorce: What Most Women Overlook
Laura Kuntz CPA/PFS, MBT, looks at one way women approach the divorce process and their after-divorce lifestyle and what they usually miss.
Dealing With Divorce: Avoid This Common Mistake
Life after divorce can be easier if you avoid this very common mistake many women make.
The People Involved in an Irrevocable Trust
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
What is an Irrevocable Trust?
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
TrustWorthy Spotlight: An Interview With Laura Kuntz
One simple way to save more taxes on your charitable giving – an interview by Raymond James’ TrustWorthy Spotlight publication.
Holiday Season Cybersecurity Tips
At Laurel Wealth Planning, we care about your financial security, which means we care about your cybersecurity. Here are some tips for online shopping this holiday season.
How Secure is Social Security?
The Social Security Board of Trustees will begin tapping its nearly $3 trillion trust fund to cover payouts this year – the first time since 1982 that the trust fund will pay out more than it takes in.