This is a great year to give to charity because of favorable market conditions and tax laws.
We want to give you a peek into how Laurel Wealth Planning takes economic factors like inflation, the job market and federal legislation into account on your behalf.
House Democrats have stripped out many tax changes we’ve anticipated. See what changes remain.
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
I’ve seen the light bulb go off in many people when they realize they have enough money to live as they wish the rest of their lives. But this moment can be elusive. How will you know you have enough? And, when you do know, what additional questions arise?
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
Strong demand and short supply are the central themes this past quarter. We expect this to continue in the year ahead.
As the House Ways and Means Committee announces its $3.5 trillion tax bill, a key planning consideration will continue to be timing.