Creating a budget can be daunting. As someone who has guided many clients on how to create a budget, I follow the below steps.
LWP Blog: Financial Insights
What’s next as SRI evolves into ESG investing?
ESG is one of the most popular investment trends in finance right now, and China has emerged a new frontier.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
Magic money: The worst thing that can happen to an investor
Magic money that accumulates quickly when you invest speculatively seems like a dream. But it can actually be the worst thing for an investor.
The impact mentors have had on my career
As I reflect on 10 years at Laurel Wealth Planning, I can’t overstate the importance of the mentors in my life and career.
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.