Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
Influences on a meaningful career and full family life
From early childhood on, Anne’s parents modeled and encouraged a life of meaningful work balanced with time for family.
How to write your money story. And why it matters.
Early in my career, I learned a very valuable approach to helping clients identify their views on money — which impact how they make financial decisions. Some...
Considerations for a midlife career change
A midlife career change is a big goal for many of our clients — especially women. If you’re among those dreaming, have you taken these three steps?
LWP hires Natalie Nelson as Client Service Associate
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?
Pay off debt or invest? Factors to consider
A common question for people of all ages and incomes is whether to pay off debt or invest. Let’s explore some factors to help you make the choice.
Gramps and his hotel led to strong family ties
Family is the central theme in my life. That started with my grandfather, who instilled importance of family in future generations.
What to do when a spouse dies
After a spouse or partner dies, most people are overwhelmed — not only with grief but often with uncertainty about what to do when a spouse dies.