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...
LWP Blog: Financial Insights
Considerations for a midlife career change
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?
LWP hires Natalie Nelson as Client Service Associate
Laurel Wealth Planning welcomes Natalie Nelson as our Client Service Associate.
Planning for all four retirement stages
What will retirement look like for you? How does it change as you move through the four retirement stages?
Pay off debt or invest? Factors to consider
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.
Gramps and his hotel led to strong family ties
Family is the central theme in my life. That started with my grandfather, who instilled importance of family in future generations.
What to do when a spouse dies
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.
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.
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.
How to set income and expenses in retirement
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.
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.