?? Be Tax-Aware in 2025 With tax reform on the horizon, now is the time to prepare for potential changes to laws set to expire in 2025. From maximizing retirement contributions to leveraging Health Savings Accounts and estate planning strategies, proactive steps today can lead to significant savings tomorrow. Learn how these changes could impact your financial plan: https://lnkd.in/evSus63q #TaxPlanning #WealthManagement #FinancialPlanning #TaxTips
关于我们
Laurel Wealth Planning is a full-service, fee-only firm. This means we guard clients’ financial interests and goals at all times. We are a sounding board and voice of reason, freeing clients to live the lives they want. Giving sound, objective financial advice takes experience in investments and tax management. But, even more than that, it takes a holistic approach. We connect all aspects of a client’s financial life in ways that add meaning and value. Our clients are at the heart of their own wealth management plans. Many of our clients are women with substantial financial resources, whether single, married, widowed or divorced. We often help clients navigate life transitions, such as a change in marital status or a transition to retirement and financial independence. Our financial advisors boil down the complexities of investments, tax reduction and other money management strategies and handle the details. This empowers clients to make the big decisions that are right for them. Learn more at laurelwealthplanning.com/how-we-help or call us at (952) 854-6250.
- 网站
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https://www.laurelwealthplanning.com
Laurel Wealth Planning的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Edina，Minnesota
- 类型
- 私人持股
- 创立
- 1998
- 领域
- Financial Advice、Financial Education、Investments、Financial Independence Planning、Investment Tax Planning、Estate Planning和Risk Management Consultation
地点
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主要
获取路线
3300 Edinborough Way
Suite 790
US，Minnesota，Edina，55435
Laurel Wealth Planning员工
动态
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?? Why Choose Laurel Wealth Planning? ?? At Laurel Wealth Planning, our values are the foundation of everything we do: ?? Client Care First Empathy, understanding, and always acting in your best interest. ??? Honor The laurel wreath in our logo stands for doing the right things for the right reasons. ?? Reliability Expertise you can trust, delivered with accuracy and accountability. ?? Going the Extra Mile We’re committed to enhancing your experience and delivering exceptional results. ?? Win-Win Teamwork Collaboration and solutions that benefit everyone. #FinancialPlanning #WealthManagement
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With Valentine's Day coming up this week, we wanted to take a moment to share our appreciation for our incredible clients and their families. Your trust and partnership mean the world to us! ?? Happy Valentine’s Day from all of us at Laurel Wealth ?? #ValentinesDay #ClientAppreciation #Gratitude #WealthManagement
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Growing up on a Wisconsin dairy farm, Laura Kuntz, senior wealth manager and founder of Laurel Wealth Planning, was featured in the Star Tribune for her unique early lesson in investing. ?? At just 12 years old, Laura and her siblings were each given a heifer to care for. They managed costs like feed and lodging, reimbursed their parents, and saved milk revenue for college. “The idea was that when we started college, that money was available for our college costs,” Laura shared in the article. “What I learned from that is money can make money.” Her story highlights the importance of building savings and investing early, no matter your starting point. ?? Read more about Laura’s journey and get expert tips for saving and investing: https://lnkd.in/eqEGWveX
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Retirement is a milestone many eagerly anticipate—a time for relaxation, leisure, and enjoying the fruits of a thriving career and family life. But for some, it brings a mix of excitement and uncertainty. As our very own Laura Kuntz explains, “Retirement can feel like stepping off a cliff, both financially and personally, without knowing there is a step there. A big part of our role is helping people clearly see and experience that step, so that they have confidence that the next stage of their life will be what they want it to be.” Transitioning out of the workforce is an opportunity to reimagine your purpose and goals. Whether it’s pursuing a passion, focusing on health, or embracing a new routine, the key is creating a life that feels fulfilling and meaningful. ? Ready to explore what your retirement could look like? Discover ideas for finding purpose and confidence in this next chapter on our blog: https://lnkd.in/eVG6hJnb
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Taxes and changing tax law will be big topics this year. Learn what to watch for in the coming year and start your tax planning now.
Be Tax-Aware in 2025
https://laurelwealthplanning.com
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The holidays are behind us, but your financial goals are still ahead! ?? Here are some tips to recover from holiday spending: ?? Pay off high-interest credit card balances ?? Pause discretionary spending for a few weeks ?? Review your January budget We’re here to help you get back on track and plan for the year ahead.
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?? Estate Attorneys & CPAs: Start 2025 Strong Struggling to keep up with all the inherited IRA rule changes? We've got you covered. We're sharing comprehensive flowcharts that break down: Traditional & Roth IRA inheritance rules The latest SECURE Act updates 2024 regulatory changes taking effect in 2025 As specialists in retirement planning and investment tax reduction strategies, we understand these complexities. Let our team help you navigate these changes. [Link to download] #WealthManagement #TaxPlanning #RetirementPlanning #IRAs #SECUREACT
LWP's Holiday Gift To You - Google Drive
drive.google.com