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?
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...
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.
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.
Creating a budget can be daunting. As someone who has guided many clients on how to create a budget, I follow the below steps.
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.
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.
When finding the right financial advisor for you, consider asking these 10 questions.
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...
Central to wealth preservation across generations, estate planning can help ensure that your hard-earned wealth goes where you want it to.
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.
Minnesota independent financial advisors Laurel Wealth Planning talk about the importance of insurance to preserving your wealth.
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.
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.
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.