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.
Wealth Management
Why Work With Fiduciary Advisors? The Key to Trustworthy Financial Guidance
Is your financial advisor working for you—or for their commission? Learn why working with a fiduciary advisor makes all the difference.
LWP Investment Update (Q1 2025): Tariffs, Tech, and Investment Strategies
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.
Repealed Law May Boost Social Security for Certain Public Sector Workers
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!
The Value of Comprehensive Financial and Investment Advice
At Laurel Wealth Planning, we are honored to help our clients navigate their financial journeys, helping their money work as effectively as possible to...
Be Tax-Aware in 2025
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...
Gifting Money to Family Members 101
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.
Savvy Tax-Planning Strategies Before Year-End
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...
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.