Along with holiday preparations and celebration, it would be a great idea to set aside some time before year-end to review your 2024 tax situation with your...
Wealth Management
Social Security and Your Retirement: What to Expect
Financial professionals who work in Social Security planning frequently address concerns about the system’s future. It’s well known that the Social Security...
How Divorcees Can Manage Finances at Any Age
Divorce is often a significant life event with far-reaching consequences, including comprehensive financial implications. The consequences can vary greatly...
Meet the LWP Leadership Team
Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...
From Farm Roots to Financial Professional: Why Laura Became a Financial Advisor
Raised on a sunny dairy farm in Wisconsin, Laura Kuntz grasped the importance of hard work, discipline, and adaptability from a young age. As the second...
National CPA Conference Adds to Laurel Wealth Planning Tax Planning Approach
In early June, I attended the AICPA national conference, a gathering of thousands of CPAs, where I participated in advanced income tax and estate planning...
Effective Strategies for Relieving Financial Stress
Financial planning and mental health are two significant aspects of our lives that are often seen as distinct from one another. But the truth is that these...
What to know about inherited IRAs
There are a lot of rules governing required distributions from inherited IRAs. Learn the basics about the types of beneficiaries, how the money is distributed, and more.
4 considerations for estate planning
Estate planning is critically important but can be emotionally difficult. Learn what to consider and how to make your plan work for you.
What to know about potential tax increases in 2026
Some of the tax cuts from the 2017 Tax Cuts and Jobs Act are due to expire in 2026. Learn what this could mean for you, and strategies to mitigate the effects.
The fundamentals of 529 plans
Education is expensive, but there are ways to mitigate those costs. Learn the basics about 529 plans.
4 strategies for planning your capital gains
Learn what capital gains are, how they affect taxes, and what you can do to mitigate your tax burden.
What to know as student loan payments resume
Federal student loan payments are starting up again. Learn what to do next.
5 ways to save energy — and tax money
It’s no secret that energy costs keep going up. The good news is that federal tax credits are available to people who invest in energy efficiency in their home and vehicles.
Preserving family legacy by passing down your cabin
If you want your cabin to remain in the family, do you have a plan for how to make that happen? Here are some considerations.