If you want your cabin to remain in the family, do you have a plan for how to make that happen? Here are some considerations.
LWP Blog: Financial Insights
AI is among drivers of narrow stock rally
The recent stock market rally has been almost entirely driven by 10 companies, mainly in areas of artificial intelligence/technology, travel, and home construction.
Staff updates at Laurel Wealth Planning
Our Q&A addresses some questions you may have about Anne Ward’s departure from LWP.
Q&A: Running a business with your spouse
As Tom Kuntz retires from LWP, we interviewed Tom and Laura about working closely together as a married couple.
Watch out for tech support scam
Learn the hallmarks of a sophisticated tech support scam that is becoming prevalent, so you can take steps to protect yourself.
Retirement planning beyond running the numbers
The emotional and psychological aspects of a retirement plan are as important as the financial ones.
First steps in getting a divorce may surprise you
When people get divorced, they often think the first step is to get an attorney. Attorney guidance is important. At the same time, there are other important steps you should take early in the process.
Investing in renewable energy as a long-term strategy
Once viewed as a niche topic for a “green” portfolio, investing in renewable energy has very much gone mainstream.
Trust vs. will: Which is right for you?
Often, clients will ask the difference between wills and trusts, and which is better. Let’s look at wills, trusts, how they are used, and the pros and cons of each so you can go into a decision well-informed on your options.
Bond and stock markets begin looking up
After a bear market last year, 2023 is looking up. See year-to-date results for some investment indices below. If you are a client, you can check your real...
Insights from Women Embracing Equity Event
Laura shares a few themes that resonated with her from Women Embracing Equity, an event LWP sponsored.
7 ways the Secure 2.0 Act changes retirement plans
A new law could change the way you save for retirement and use your retirement funds. We explain the law’s key provisions.