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

  • Children of Clients
  • Enter Our Divorce Camp Raffle!
  • Newsletter
  • Testimonials
  • Meet The Team
  • Process
  • Careers
  • Retirement Planning
  • Divorce Planning
  • Tax Planning
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  • Thank You
  • Our Awards
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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
Insights
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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