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CELEBRATING 25 YEARS OF SERVING CLIENTS
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  • How Emotional Awareness Enhances Both Our Advice and Your Outcomes
  • Supporting the Family Law Community: Laurel Wealth Planning at Divorce Camp 2025
  • Honored and Recognized: A 5-Star Award for Our Financial Advisors
  • Flash Investment Update, Investment and Tax Planning - August 29, 2025
  • Investing for Women: Get Tailored Strategies for Your Goals
  • 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
  • A Guide for Widows: Planning for Long-Term Financial Stability As a Surviving Spouse
  • Flash Investment Update - September 30, 2025
  • 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
  • Why Women Need a Different Approach to Retirement Planning
  • The Value of Integrated Financial and Investment Advice
  • Be Tax-Aware in 2025
  • Gifting Money to Family Members 101
  • Savvy Tax-Planning Strategies Before Year-End
  • Many investments gained despite a disruptive year
  • Tax Planning Matters at LWP: Why Mallory Is Pursuing the TPCP®
  • Felix and Max Have Passed the CFP® Exam
  • Life After Divorce, Part 3: Managing the Details That Matter
  • Flash Investment Update
  • Life After Divorce, Part 2: Dividing Accounts and Building a Financial Foundation for Divorcees
  • Beneficiary Planning: Why It Matters More Than You Think
  • Childcare and Tax Planning: What Families Should Know
  • Flash Investment Update
  • Life After Divorce, Part 1: What to Do in the First 90 Days
  • Office closed Friday, Jan 23rd in support of our community
  • Financial Planning for Divorce: 7 Steps to Take Before Filing
  • Laurel Wealth Planning’s Charitable Giving Impact
  • Interest Rate Politics
  • Legacy Giving: How to Leave an Impact
  • Celebrating Mallory Kretman’s Outstanding Achievements at Laurel Wealth Planning
  • Video with Laura: Is there an AI Bubble?
  • Giving Back This Thanksgiving: Our Team at Open Cupboard
  • Smart Year-End Tax Strategies: Steps to Take Before December 31
  • Staying Ahead for You: Our Team at ASCEND 2025
  • Building Financial Foundations: Financial Tools Every Young Person Should Know
  • Creating a Multigenerational Giving Plan
  • Medicare Open Enrollment: Key Decisions Retirees Should Consider This Fall
  • Questions to ask a wealth manager
  • 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 affects your finances
  • Six steps to prepare for the inevitable loss of a spouse
  • 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 integrated financial and investment advice
  • Retirement concerns that shouldn’t keep you up at night
  • Retirement planning: Picture your typical day
  • Health Care Planning After Divorce
  • Raising Cash During Divorce
  • Having The Right Insurance In Place
  • 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?
  • Planning during the retirement “trough years”
  • 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
  • Finding Purpose, Health & Identity in Retirement
  • 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
  • TrustWorthy Spotlight: An Interview With Laura Kuntz
  • 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.
  • Travel advice: COVID changes, insurance, international currency
  • After divorce checklist for finances

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  • Laura Kuntz, CPA/PFS, MBT
  • Mallory Kretman, CFP®
  • Jesse Kuusisto, CFP®
  • Max Carlos, CFP®
  • Katie Then
  • Natalie Nelson
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  • Felix Kopycinski, CFP®

Who We Are
  • Meet The Team
  • Our Values
  • Meet The Team
  • Our Values
Our Process
Our Services
  • Investment Management
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  • Divorce Planning
  • Retirement Planning
  • Children of Clients
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  • Phone: (952) 854-6250
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  • 3300 Edinborough WaySuite 790 Edina, MN 55435
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Financial Advisors in Minneapolis | Personalized Guidance
While we are a completely independent firm and can custody client assets through multiple independent custodians, we generally recommend that client assets be held with well-established third-party custodians. Laurel Wealth Planning currently works with Raymond James Financial Services, Inc. and Charles Schwab & Co., Inc., each of which is a diversified financial services firm serving individuals and institutions throughout the U.S. and internationally.
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