Retirement brings a lot of changes. While they might not be at the top of your list, don’t overlook your retirement insurance needs.
LWP Blog: Financial Insights
Travel advice: COVID changes, insurance, international currency
For those of you ready to resume travel, I asked our travel agent what you should keep in mind when traveling these days.
Thank you for another successful NPH 5K
Nearly 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 16th annual Upper Midwest fundraiser.
How to help aging parents with their finances
Help from adult children usually progresses over time. Here are some tips for each stage as you manage more and more financial matters.
Navigating career and life with a strong mentor
I am privileged to have a strong mentor who supported me through career advancements and life transitions over 17 years.
Gifting money to family members 101
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.
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.
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.
Katie Then to lead LWP Client Service
Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.