Financial Planning Resources

By Topic

Tuft Law Podcast
Practicing in a Pandemic: Financial Advisor Laura Kuntz discusses new federal benefits and strategies to help clients use them.

Consult your attorney for specifics in your situation.

Raising Cash During a Divorce
Divorce can be expensive. Learn how to raise cash for legal fees, etc.

How to Find Cash in Your Investments
Quick tips to get you started
Multiple Options for Finding Cash During Divorce
In depth discussion of many key options (audience is family law attorneys & experts)
During Divorce: Providing for Your Children
Talking with your kids about financial needs after divorce
Dealing with Divorce: Avoid this Common Mistake
The right house for you and your situation

Wealth Preservation: Ways to Enhance Estate Planning
Estate planning and your family wealth management
Wealth Preservation: Tax Reduction Planning
Tax planning can make a significant difference
Wealth Preservation: Having the Right Insurance in Place
Make sure you have the right insurance and liability protection to preserve your wealth
Wealth Preservation: Withdrawals and the Health of Your Portfolio
Balancing your portfolio withdrawals to match your lifestyle
Wealth Preservation: Growth vs. Protection
Determine the balance between growth, volatility and protection

ESG plus: Our values-based investing approach
How we approach values-based investing at Laurel Wealth Planning

Socially Responsible Investing
Align your values with your investment strategy
Socially Responsible Investing with Laura and Saul
Investing to make a positive impact on the world

An award-winning book for widows. Helpful to widowers, too!

Consult your attorney for specifics in your situation.

Considerations for Widows and Widowers
Finding financial comfort during a very difficult time
What is an Irrevocable Trust?
Are you now the trustee of a trust?
Understanding the People Involved in an Irrevocable Trust
The important role of your attorney, CPA, and comprehensive wealth advisor