As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
LWP Blog: Financial Insights
Mentors taught lifelong skills like communication and finding joy
I feel lucky to have had two wonderful college advisors as mentors. Both taught me many skills that I apply daily in my personal and professional life.
After divorce checklist for finances
When a divorce wraps up, there are still plenty of financial matters to attend to. This handy list may help anyone who has “loose ends” to deal with.
Managing portfolios through a bumpy, banner year
2021 was a banner year for stocks, but it also held market and economy twists that few predicted. As writer and educator Laurence J. Peter says, “An economist...
Concentrated stock 101: Balancing risk and reward
A concentrated stock can give you the opportunity “to shoot the moon,” but it has risks. See our strategies for balancing risk and reward.
Expect higher taxable gains this year
With markets running high, your taxable gains may be higher in 2021 than usual. Don’t panic! This is a good thing if managed properly.
2021 is a great year for charitable giving
This is a great year to give to charity because of favorable market conditions and tax laws.
How economic factors affect portfolio strategy
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.
Many tax changes removed from latest bill
House Democrats have stripped out many tax changes we’ve anticipated. See what changes remain.