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...
Wealth Management
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.
Tax Season Or Fraud Season?
Last year (per Raymond James), the Internal Revenue Service (IRS) saw a 60% increase in phishing scams that tried to steal money or tax data from individuals.
The People Involved in an Irrevocable Trust
Irrevocable family trusts can benefit many people. Find out about the professionals that irrevocable trust beneficiaries need to work with.
What is an Irrevocable Trust?
In this video blog, lean the difference between irrevocable trusts and revocable trusts from Laura Kuntz of Laurel Wealth Planning.
Holiday Season Cybersecurity Tips
At Laurel Wealth Planning, we care about your financial security, which means we care about your cybersecurity. Here are some tips for online shopping this holiday season.
How Secure is Social Security?
The Social Security Board of Trustees will begin tapping its nearly $3 trillion trust fund to cover payouts this year – the first time since 1982 that the trust fund will pay out more than it takes in.
Common Scams Targeting Seniors
As we recognize World Elder Abuse Awareness Day today, we are reminded of a sobering fact: senior citizens are an especially vulnerable segment of the population.
Teach Your Child or Grandchild These Five Financial Basics
Imagine an aspiring student athlete attending fourth period economics in an ordinary high school classroom. While others might have looked on Economics as dry, this student found he really liked the study of the world’s markets and how they operated.
Protecting Your Financial Information
Cyber and identity theft are big business. In a recent session I attended on this topic, the presenter pulled up a website that sold stolen credit card numbers. There were over fifteen available stolen credit card numbers in one Edina zip code alone.
Tips for Protecting Yourself from Tax Scams
Protecting your financial information is always a top priority for us. The Internal Revenue Service (IRS) recently reminded us that tax-related scams, even after tax season, are still pervasive.