Laurel Wealth Planning

06/22/2026

At some point, the focus shifts from your divorce to your life ahead.

This change in perspective means taking stock of what you own, what you owe, and where you’re headed next. For many clients, it’s a mix of uncertainty and new opportunity.

If you’re in this phase, working with an experienced financial advisor can make it easier to create a long-term plan and see a clear path forward. At Laurel Wealth Planning, we help clients navigate this transition with care.

06/15/2026

Congratulations!

Felix and Max have officially passed the CFP® exam, marking an important milestone in their journey as skilled financial planners. Their dedication and hard work mean even more thoughtful guidance for our clients as they navigate financial decisions and plan for the future.

This achievement reflects the commitment we bring to every client relationship.

06/11/2026

Peak earning years (45-55) can be your biggest opportunity—or your biggest missed opportunity. This article discusses 4 smart wealth management strategies to help you make the most of it.

The Tax Planning Certified Professional® designation allows financial advisors to offer clients detailed, individualized tax guidance for every stage of life. Here’s a glimpse into Mallory’s TPCP® journey.

06/08/2026

You may feel loyalty to the company you work for or even a fondness for a company whose values you admire… but is holding an overweight position in its stock really the best decision for your portfolio?

Many clients come to us with strong attachments to companies they’ve worked for or believe in. We explore whether there are trade-offs in holding these positions, weighing potential rewards against risks, and helping clients make choices that align with their long-term financial goals.

06/05/2026

The Tax Planning Certified Professional® designation allows financial advisors to offer clients detailed, individualized tax guidance for every stage of life. Here’s a glimpse into Mallory’s TPCP® journey.

06/01/2026

"I am so grateful we made this leap several years ago. As my husband and I have navigated the first years of retirement, Laura and her team’s advice has been invaluable."
- Kathleen & Tom

We deeply appreciate the loyalty and trust our clients place in us every day. Your confidence inspires us to continue providing thoughtful, personalized guidance at every stage of life.

Read more client stories: laurelwealthplanning.com/testimonials

The above testimonial contains statements and opinions from actual clients of Laurel Wealth Planning. Individuals were not compensated to discuss their experiences or have them shared on this website. Each client’s experience will differ and highlighted clients’ experiences may not be indicative of the experiences of other current or future clients. All investing involves risks, including the potential for loss of principal. There is no guarantee that any investment plan or strategy will be successful.

05/27/2026

When choosing a financial professional, one question you should always ask is:

“Are you legally obligated to act in my best interest?"

Not every financial professional is held to a fiduciary standard. According to the SEC, different financial professionals operate under different standards of conduct. While investment advisers are held to a fiduciary standard, other professionals may operate under Regulation Best Interest or suitability-based frameworks depending on the relationship and services being provided.

As a fee-only fiduciary firm, Laurel Wealth Planning is committed to putting our clients first in every recommendation, every conversation, and every plan. Our only incentive is helping clients pursue long-term financial success with clarity and confidence.

Interested in learning more about our approach? We’d be happy to share more about the planning process at Laurel Wealth Planning.

Source: https://www.sec.gov/about/divisions-offices/division-trading-markets/broker-dealers/staff-bulletin-standards-conduct-broker-dealers-investment-advisers-account-recommendations-retail?utm_source=chatgpt.com

05/26/2026

The average cost of childcare for one infant is now over $11,900 per year, roughly equivalent to an academic year at UW–Madison. Even for high-income earners, this can be a significant expense.

𝗢𝗻𝗲 𝗢𝗽𝘁𝗶𝗼𝗻 𝘁𝗼 𝗛𝗲𝗹𝗽 𝗖𝗼𝘃𝗲𝗿 𝗖𝗵𝗶𝗹𝗱𝗰𝗮𝗿𝗲 𝗖𝗼𝘀𝘁𝘀: 𝗗𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝘁 𝗖𝗮𝗿𝗲 𝗙𝗦𝗔

Some employer plans offer a Dependent Care FSA, which allows you to set aside pre-tax dollars for childcare expenses. For 2026, the contribution limit increased from $5,000 to $7,500 for individuals and married couples filing jointly.

These funds can be used for daycare, preschool, before- and after-school programs, summer camps, and in-home care. While the tax savings can be helpful, it’s important to plan carefully because unused funds are typically forfeited at year-end.

05/25/2026

Today and always, we remember the men and women who make freedom in America possible.

05/21/2026

Felix and Max have passed the CFP® exam! This milestone reflects their deep commitment to professional excellence and serving your needs. Read more about what this means in our new article.

Learn the commitment to CFP professional standards. Laurel Wealth Planning is a financial planning firm based in Minneapolis, MN.