Laurel Wealth Planning welcomes Katie Then into a new role for the firm: Client Service & Operations Manager.
LWP Blog: Financial Insights
How much money is enough?
I’ve seen the light bulb go off in many people when they realize they have enough money to live as they wish the rest of their lives. But this moment can be elusive. How will you know you have enough? And, when you do know, what additional questions arise?
Retirement planning: Picture your typical day
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
Dispelling 3 myths about women and investing
You may have heard many myths about women and investing. Explore the research debunking these myths — and learn why we don’t believe they should dissuade women from investing.
“Shelves and jobs” reflect the state of the economy
Strong demand and short supply are the central themes this past quarter. We expect this to continue in the year ahead.
Tax plan news: Capital gains changes and more
As the House Ways and Means Committee announces its $3.5 trillion tax bill, a key planning consideration will continue to be timing.
ESG plus: Our values-based investing approach
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
How to write your money story. And why it matters.
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...
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?