Many areas of the stock market have continued to be exciting in 2021 as we have begun moving away from the COVID-19 lock down.
Mentors’ vision and commitment reflected in my life
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.
What proposed tax changes could mean for you
UPDATE: The House Ways and Means Committee released its $3.5 trillion tax proposal on Sept. 13, 2021. See how the tax plan has changed since the proposal...
Legacy planning with life insurance
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.
How a second marriage effects your finances
When it comes to second marriage finances, there are questions partners need to jointly answer to help avoid or withstand common pitfalls.
Spending in retirement: How to set income and expenses
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.
Our outlook on current U.S. inflation
A client recently asked me if we are moving to hyperinflation. I answered “yes” to the inflation, but “unlikely” to the hyper. Here’s why.
NPH 5K: Thank you for helping us support children
More than 30 Laurel Wealth Planning team members, clients, family, and friends participated in NPH’s 15th annual Upper Midwest fundraiser.
Five financial tips for young adults
Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.