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?
Picturing your typical day in retirement can be a helpful way to bring your lifestyle goals into focus so you can plan effectively.
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.
Answers to common questions about values-based investing and how we approach it at Laurel Wealth Planning.
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.