Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
LWP Blog: Financial Insights
At Laurel Wealth Planning we often talk with clients about their "money story." We help them identify their views on money — which impact how they make...
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?
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
What will retirement look like for you? How does it change as you move through the four retirement stages?
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.
Family is the central theme in my life. That started with my grandfather, who instilled importance of family in future generations.
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.
In a way, my parents were two sides of a coin. Their influence helped put my sights on what my future could be and gave me the tools to make it happen.
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.
When people talk about money and retirement, we most often talk about planning, saving, and investing. We spend much less time talking about how to handle withdrawing and spending in retirement.