Financial Planning Resources
For Potential Clients
- New Client Kit
Download and complete this form before our first meeting together
Retirement
Your Happiness Portfolio for Retirement: It’s Not About the Money!
by Marianne T. Oehser
A practical guide to creating your “happiness portfolio” alongside your financial portfolio.
ESG Investing
- Exploring the Impact of ESG Investments webinar and corresponding webinar slides
How do we know if our portfolio is doing what we want it to in the world? -
Socially Responsible Investing
Align your values with your investment strategy
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ESG plus: Our values-based investing approach
How we approach values-based investing at Laurel Wealth Planning
Divorce
- 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.
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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
Mom’s House, Dad’s House
by Isolina Ricci, Ph.D.
Loss of a Spouse or Loved One
Moving Forward on Your Own: A Financial Guidebook for Widows
by Kathleen M. Rehl, Ph.D., CFP®
An award-winning book for widows. Helpful to widowers, too!
Consult your attorney for specifics in your situation.
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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
- Help Around the House Checklist: Lawn, snow, cleaning, pool, computer, repairs, etc.
- Wings For Widows nonprofit, offering services, classes and resources