At a recent national wealth management conference, we reviewed 30+ hours of advanced strategies—and left proud to say many are already in place for our clients. Staying current isn’t optional; it’s part of how we deliver meaningful, informed guidance every day. Watch our quick video to learn more.
Your emotions play a bigger role in money choices than you might think. Learn how emotional awareness can lead to better financial outcomes.
Thinking about college for your child? The good news is that it’s actually becoming more affordable. Read our article to learn how to navigate the new landscape and make informed decisions about your child’s education.
Is your financial advisor working for you—or for their commission? Learn why working with a fiduciary advisor makes all the difference.
In this Q1 Market Update for 2025, Laura Kuntz, CPA/PFS, MBT, Partner at Laurel Wealth Planning, shares insights on market trends from January 1 to March 31, 2025.
If you were a municipal or State employee, your Social Security income benefits could be getting a boost. Read about the WEP/GPO law repeal and learn how this may affect your retirement income plan!
At Laurel Wealth Planning, we are honored to help our clients navigate their financial journeys, helping their money work as effectively as possible to...
A primary objective of the incoming Presidential administration and Congress will be to reform current tax laws that are set to expire at the end of 2025 and...
As people think about gifting money to family members, they want to do it in a way that is most beneficial to themselves and the recipients.
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...
Financial professionals who work in Social Security planning frequently address concerns about the system’s future. It’s well known that the Social Security...
Divorce is often a significant life event with far-reaching consequences, including comprehensive financial implications. The consequences can vary greatly...
Laurel Wealth Planning has been helping people make informed decisions about their finances for almost 25 years. Their commitment to delivering exceptional...
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...
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...