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.
Wealth Management
How much money is enough?
I’ve seen the light bulb go off in many people when they realize they have enough money to live as they wish the rest of their lives. But this moment can be elusive. How will you know you have enough? And, when you do know, what additional questions arise?
How to write your money story. And why it matters.
At Laurel Wealth Planning we often talk with clients about their "money story." We help them identify their views on money — which impact how they make...
Pay off debt or invest? Factors to consider
A common question for people of all ages and incomes is whether to pay off debt or invest. Let’s explore some factors to help you make the choice.
Legacy planning with life insurance
Life insurance is a way to help your loved ones after you pass away, but there are additional reasons to consider life insurance in your legacy planning.
How to create a budget in three steps
Creating a budget can be daunting. As someone who has guided many clients on how to create a budget, I follow the below steps.
5 ways to create a meaningful legacy — starting today
We all want to leave a legacy. Whether you want to be remembered as Cookie Grandma or leave a large financial gift to an organization, you can start that legacy today.
The value of comprehensive financial and investment advice
If you are considering working with a financial advisor, you may wonder, “How do I know they will add value?” There have been many studies of this area.
Questions to ask a wealth manager
When finding the right financial advisor for you, consider asking these 10 questions.
Does your estate plan need an update?
Our clients often update their wills for personal reasons such as a change in beneficiaries or to change their executor, trustee, or child’s guardian. But...
Ways To Enhance Estate Planning
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
Wealth Preservation: Tax Reduction Planning
Tax planning is a very important aspect of wealth preservation. If you have a sizeable portfolio, there are many opportunities to peck away at your tax burden.
Having The Right Insurance In Place
Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
Withdrawals and the Health of Your Portfolio
In this video, Laura Kuntz, CPA/PFS, MBT, describes how personal wealth management includes not withdrawing too much from your portfolio, even in the good years.
Wealth Preservation: Growth vs. Protection
In this video, Laura Kuntz CPA/PFS, MBT, talks about the importance of a balance between growth and protection in your portfolio, including a demonstration of how investment volatility can cost money.