Since societies first began measuring life expectancy in the late 17th century, it’s been observed that women tend to live longer than men. This makes...
LWP Blog: Financial Insights
Flash Investment Update
By Laura Kuntz, CPA/PFS, MBT Chief Investment Officer and Sr. Wealth Manager Just yesterday, a big financial event occurred. The Federal Reserve Board...
Finding Purpose, Health & Identity in Retirement
Retirement is a time many people look forward to during their working lives. One of the key goals while working and investing, people commonly frame...
Meet the LWP Leadership Team
Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
National CPA Conference Adds to Laurel Wealth Planning Tax Planning Approach
In early June, I attended the AICPA national conference, a gathering of thousands of CPAs, where I participated in advanced income tax and estate planning...
Financial Planning for Divorcees: Essential Divorce Checklist
Although going through a divorce can feel like an emotional roller coaster, managing your money is essential to moving on. Especially if your ex-partner...
Effective Strategies for Relieving Financial Stress
Financial planning and mental health are two significant aspects of our lives that are often seen as distinct from one another. But the truth is that these...
The new magic number for retirement
The “magic number” for retirement in the U.S. has risen faster than the inflation rate in recent years. Let’s look at this number and what it means when investing for retirement.
What to know about inherited IRAs
There are a lot of rules governing required distributions from inherited IRAs. Learn the basics about the types of beneficiaries, how the money is distributed, and more.
Market update: 2024 starting strong and continuing to improve
The financial markets have been volatile, but signs of a rally are strong. Learn what we believe is driving this improvement and what we’re anticipating for the rest of 2024 in our latest market update.
4 considerations for estate planning
Estate planning is critically important but can be emotionally difficult. Learn what to consider and how to make your plan work for you.