This month we celebrated 20 years as fiduciary financial planners at Laurel Wealth Planning.
LWP Blog: Financial Insights
Socially Responsible Investing With Laura And Saul
Learn about Socially Responsible Investing from Laura Kuntz and Saul Baumann.
Celebrating 20 Years of Laurel Wealth Planning
Laura Kuntz is joined by Mallory Kretman and Saul Baumann to talk about how LWP has grown.
People Change. Values Remain.
There are many reasons to start your own business, which I did 20 years ago.
We’re Proud to Announce a New Shareholder!
We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
Ways To Enhance Estate Planning
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.
Having The Right Insurance In Place
Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
Donor advised funds for charitable giving
Donor advised funds are a beautiful, tax-efficient way to feel like you’re making a difference in the world through charitable giving.
Withdrawals and the Health of Your Portfolio
In this video, Laura Kuntz, CPA/PFS, MBT, describes how personal wealth management includes not withdrawing too much from your portfolio, even in the good years.
Wealth Preservation: Growth vs. Protection
In this video, Laura Kuntz CPA/PFS, MBT, talks about the importance of a balance between growth and protection in your portfolio, including a demonstration of how investment volatility can cost money.
During Divorce: Providing For Your Children
Primary caregivers need to be careful that helping your children doesn’t take money from their retirement. In this video, Laura Kuntz CPA/PFS, MBT, talks about ways to send children to the provider parents for their financial needs while retaining a close emotional bond with them.