Teaching children and grandchildren how to handle money is important, but it all starts by teaching meaningful values.
LWP Blog: Financial Insights
Planning during the retirement “trough years”
For many, the significant drop in income during the early-retirement years can be a great time to engage in tax planning.
What to know about potential tax increases in 2026
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
2024 market outlook: Expect activity in sectors that lagged in 2023
We believe that the next 2-3 months may bring positive results, with a possible rotation away from the overbought “Magnificent Seven” to sectors that lagged in 2023.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
The current (and future) state of ESG investing
Investing in companies based on their values has long been popular. Learn the state of this type of investing and what the future might bring.
4 strategies for planning your capital gains
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
The case for not retiring
Laura Kuntz shares why she is delighted to serve clients for years to come.
Investment categories struggle in Q3 despite generally positive 2023
During the last three months, many investment categories have struggled. In common categories, only money markets and commodities posted positive returns. Several factors played into this result.
What to know as student loan payments resume
Federal student loan payments are starting up again. Learn what to do next.
5 ways to save energy — and tax money
It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
How the LWP management team is building a sustainable future
At Laurel Wealth Planning, we are building a structure and team that will help our clients for years to come.