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.
Wealth Management
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.
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.