Many clients ask what financial tips they should impart to their children or grandchildren. Sharpen your pencils and take note of these five steps.
Life Transitions
Six steps to prepare for the inevitable loss of a spouse
Preparing for the death of a spouse ahead of time can help the survivor avoid making hasty or uninformed decisions after the other is gone.
When partners disagree about retirement planning
Many couples disagree on retirement plans. There are a few key areas where they should find common ground long before they step away from the job.
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.
Divorces With Business Interest
Financial planning after a divorce with high-net worth individuals includes monitoring business interests and real estate.
Health Care Planning After Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
Raising Cash During Divorce
There are many ways to raise cash during a divorce. Learn about the pros and cons of the most common.
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.
During Divorce: How To Find Cash In Your Investments
In this video, Laura Kuntz CPA/PFS, MBT, looks at reasonable ways to go to your portfolio and get the cash you need to finalize your divorce.
Considerations For Widows And Widowers
After the death of a spouse, it’s crucial to work with a financial planner who knows you and has your goals in mind.
Dealing With Divorce: What Most Women Overlook
Laura Kuntz CPA/PFS, MBT, looks at one way women approach the divorce process and their after-divorce lifestyle and what they usually miss.
Dealing With Divorce: Avoid This Common Mistake
Life after divorce can be easier if you avoid this very common mistake many women make.
The People Involved in an Irrevocable Trust
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
What is an Irrevocable Trust?
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.