We’re proud to announce a new shareholder! Please join us in congratulating Mallory Kretman, CFP®.
Fiduciary financial advisors at Laurel Wealth Planning practice “win-win teamwork” as a core value.
Laurel Wealth Planning team members and friends again participated in the NPH Cinco de Mayo 5K Walk/Run.
Laura Kuntz, CPA/PFS, MBT, and Mallory Kretman, CFP®, attended a presentation on significant changes in the Minnesota Trust Code. Laura shares, “About...
You may have heard media reports that the Department of Labor (DOL) has announced a 60-day delay of its Fiduciary Rule effort.
Recently, a few clients shared their reactions with me about an item in the news: that more financial advisors will soon be required to work in their clients’ best interests. This is called the “Fiduciary Standard.”