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LAUREL WEALTH PLANNING’S 25th ANNIVERSARY
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  • Savvy Tax-Planning Strategies Before Year-End
  • Retirement planning beyond running the numbers
  • Preserving family legacy by passing down your cabin
  • Planning during the retirement “trough years”
  • How to teach financial responsibility
  • 4 considerations for estate planning
  • What to know about inherited IRAs
  • The new magic number for retirement
  • Effective Strategies for Relieving Financial Stress
  • Financial Planning for Divorcees: Essential Divorce Checklist
  • From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
  • Finding Purpose, Health & Identity in Retirement
  • Reflecting on Gratitude and Giving: How We’re Supporting UNICEF This Season
  • How Divorcees Can Manage Finances at Any Age
  • Social Security and Your Retirement: What to Expect
  • Laurel Wealth Planning’s Charitable Giving Impact
  • First steps in getting a divorce may surprise you
  • Gifting Money to Family Members 101
  • Be Tax-Aware in 2025
  • The Value of Comprehensive Financial and Investment Advice
  • Why Women Need a Different Approach to Retirement Planning
  • Wealth Preservation: Tax Reduction Planning
  • Mentors’ vision and commitment reflected in my life
  • Why Work With Fiduciary Advisors? The Key to Trustworthy Financial Guidance
  • Retirement Planning for Women: Timing and Cost Surprises
  • College Planning: Navigating the New Affordability Landscape
  • Financial Planning for Divorcees: The Role of a Financial Advisor for What Comes Next
  • How Emotional Awareness Enhances Both Our Advice and Your Outcomes
  • A Guide for Widows: Planning for Long-Term Financial Stability As a Surviving Spouse
  • Retirement Planning for 2026? Here’s Your 12-Step Checklist
  • Flash Investment Update, Investing and Tax Planning
  • When partners disagree about retirement planning
  • What is an Irrevocable Trust?
  • The People Involved in an Irrevocable Trust
  • Dealing With Divorce: Avoid This Common Mistake
  • Considerations For Widows And Widowers
  • During Divorce: How To Find Cash In Your Investments
  • During Divorce: Providing For Your Children
  • Donor advised funds for charitable giving
  • Having The Right Insurance In Place
  • Raising Cash During Divorce
  • Health Care Planning After Divorce
  • Questions to ask a wealth manager
  • Retirement concerns that shouldn’t keep you up at night
  • The value of comprehensive financial and investment advice
  • 5 ways to create a meaningful legacy — starting today
  • How to create a budget in three steps
  • TrustWorthy Spotlight: An Interview With Laura Kuntz
  • Six steps to prepare for the inevitable loss of a spouse
  • How a second marriage effects your finances
  • Legacy planning with life insurance
  • Gramps and his hotel led to strong family ties
  • Planning for all four retirement stages
  • ESG plus: Our values-based investing approach
  • Retirement planning: Picture your typical day
  • After divorce checklist for finances
  • Travel advice: COVID changes, insurance, international currency
  • What are your retirement insurance needs? You might be surprised.
  • How female breadwinners navigate household dynamics
  • Consider creating an ethical will (or legacy letter)
  • Trust vs. will: Which is right for you?
  • Investing in renewable energy as a long-term strategy

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  • Laura Kuntz, CPA/PFS, MBT
  • Mallory Kretman, CFP®
  • Jesse Kuusisto, CFP®
  • Max Carlos
  • Katie Then
  • Natalie Nelson
  • Julia Faxon
  • Felix Kopycinski
Who We Are
  • Meet The Team
  • Our Values
  • Meet The Team
  • Our Values
Our Process
Our Services
  • Investment Management
  • Tax Planning
  • Divorce Planning
  • Retirement Planning
  • Children of Clients
  • Investment Management
  • Tax Planning
  • Divorce Planning
  • Retirement Planning
  • Children of Clients
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Contact
  • Phone: (952) 854-6250
  • Fax:  (952) 854-6276
  • 3300 Edinborough WaySuite 790 Edina, MN 55435
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While we are a completely independent firm, and can custody client money through any independent investment firm, we currently generally recommend to clients that their investments be custodied through Raymond James Financial Services, Inc. Raymond James is a diversified financial services holding company serving individuals, corporations, and municipalities throughout the U.S. and internationally. One of the first firms to focus on individual financial planning, Raymond James has consistently been ranked among the nation’s top financial firms.
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