Unlike past recessions, this one came with a future bright spot. The stock market focused on the bright spot, while the economy was stumbled through the tunnel.
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.
Financial planning: A balanced approach to serving others
How a financial planning career allows LWP’s Anne Ward to balance her talents in service of others.
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.