As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.
LWP Blog: Financial Insights
Jesse Kuusisto promoted to wealth manager
Laurel Wealth Planning is proud to promote Jesse Kuusisto to wealth manager after more than three years with the firm.
The value of comprehensive financial and investment advice
If you are considering working with a financial advisor, you may wonder, “How do I know they will add value?” There have been many studies of this area.
Retirement concerns that shouldn’t keep you up at night
We explore some common retirement concerns of our clients – and share why we believe they shouldn’t worry you.
Top Women in Finance list includes Laura Kuntz
Congratulations to Laura Kuntz for being named one of this year’s Top Women in Finance in Minnesota. We believe the honor is well-deserved given Laura’s commitment to her clients and to other women in finance.
Questions to ask a wealth manager
When finding the right financial advisor for you, consider asking these 10 questions.
Does your estate plan need an update?
Our clients often update their wills for personal reasons such as a change in beneficiaries or to change their executor, trustee, or child’s guardian. But...
Using our unique personal gifts through life’s journey
Over the years, I’ve learned the importance of learning what our gifts are and using them, even when that is a struggle.
Investment Committee explores benefits of low interest rates, risks of federal debt
Our investment work on your behalf is grounded in continual research and analysis. These are current key items being discussed by our Investment Committee.
Group donation promotes financial planning industry diversity
About 23% of certified financial planners in the U.S. are women and less than 3.5% are Black or Latino, the Certified Financial Planner Board found in a 2018 survey.
Divorces With Business Interest
Financial planning after a divorce with high-net worth individuals includes monitoring business interests and real estate.
Health Care Planning After Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.