Laurel Wealth Planning

October marks the beginning of Medicare Enrollment, a critical time for many to review their healthcare options and make informed decisions. At Laurel Wealth, we understand that navigating Medicare can feel overwhelming, especially during key life transitions like retirement. Our advisors are here to help you simplify the process. Whether you're evaluating coverage options or planning for the future, we empower you to make confident, informed decisions about your well-being. Have questions about Medicare and your financial plan? Contact our team today for personalized guidance: https://lnkd.in/dhC583CX #MedicareEnrollment #FinancialPlanning #HealthcareDecisions

The “magic number” for retirement in the U.S. has risen to $1.46 million, up from $951,000 in 2020. This increase reflects both longer life expectancies and higher living costs. 📈 🌟 Increased Life Expectancy: Longer retirements mean more savings are needed to last through your lifetime. 💰 Rising Living Costs: Higher expenses for healthcare, travel, and lifestyle improvements impact the amount needed for a comfortable retirement. Planning for retirement involves understanding these factors and adjusting your strategy accordingly. Being prepared can significantly impact your financial future. #RetirementPlanning #FinancialEducation #LaurelWealthPlanning

🌟 Recent Market Update: Interest Rates Decreased! 🌟    Last week, the Federal Reserve made a bold move, cutting interest rates by 0.50%—double the usual 0.25%. After two years of tackling high inflation (which hit 9.1% in 2021), inflation now sits at 2.5%, close to the Fed’s 2% goal. With inflation cooling, the focus has shifted to navigating the economy towards a “soft landing.”    While some fear a recession, Raymond James believes it’s a narrow possibility. We remain optimistic but watchful as markets adjust.    🔗 Read more in our latest blog: https://lnkd.in/eHGkGQj6 

Retirement offers plenty of opportunities for personal growth and identity reinforcement. In this post we share some simple strategies for pursuing them.

🎉 Thank you to everyone who made our event a tremendous success as we celebrated 25 years of Laurel Wealth Planning! 🎉 With over 100+ attendees, the evening was filled with amazing conversations, great food, and invaluable insights. Dr. James Gambone, author of ReFire Your Life! and coauthor of Join the Longevity Revolution, delivered an inspiring talk on redefining retirement and longevity. The breakout sessions were a hit, with attendees brainstorming their own longevity plans. From cocktails to meaningful discussions, it was truly a night to remember! As we celebrate our 25th anniversary, we reflect on the privilege of guiding our clients through wealth management since 1998. Here’s to many more years of dedication to your financial well-being! As part of our 25th anniversary celebration, we’re excited to share a special video that highlights our journey and milestones. Watch it here: https://lnkd.in/eH_GbTYZ #Event #25Years #LaurelWealthPlanning #FinancialPlanning #WealthManagement

Discover how Laura Kuntz’s roots on a Wisconsin dairy farm shaped her approach to financial advising. From farm life to guiding clients through complex financial landscapes, Laura’s story is one of hard work, dedication, and passion. 🌾 Read more about her journey and how her values drive her commitment to helping clients work towards financial freedom and success: https://lnkd.in/e_g6xX_E #LaurelWealthPlanning #FinancialAdvisor #Inspiration #FinancialJourney

Estate planning tip: Review and update your estate plan regularly, especially after major life events like marriage, divorce, or the birth of a child. At Laurel Wealth Planning, we're here to help you make sure your plan stays current and effective. #LaurelWealthPlanning #EstatePlanning #FinancialTips #Legacy

🎉 Celebrating 25 Years of Laurel Wealth Planning! 🎉    We’re excited to mark this incredible milestone—25 years of helping our clients navigate the complexities of wealth management.    Over the years, we've been privileged to work with outstanding clients, helping them navigate the complexities of wealth management. From the very beginning, our firm has been dedicated to our clients' well-being. We pride ourselves on demystifying financial concepts to empower our clients to make informed decisions with confidence.    Our team has grown, but our core values remain the same: Client care first, unwavering reliability, and teamwork that drives success. We listen attentively, act in your best interests, and strive for mutually beneficial outcomes.    Today, we celebrate these values, express our gratitude for your loyalty, and look forward to many more years of building financial futures together. Our clients are our number-one priority, and we're honored to help you pursue your financial dreams. 

Meet the powerhouse team at Laurel Wealth Planning. Learn about their experienced leaders and their passion for helping clients pursue financial freedom.

At Laurel Wealth Planning, our goal is to help you reach yours. 🌟 With a focus on you and your goals, we: ✅ Consider all your investments, even those not with us. ✅ Calibrate strategies, especially during market extremes. ✅ Counsel you on risks and opportunities for informed decisions. ✅ Conduct annual tax reviews to uncover tax-saving opportunities. ✅ Meet with you regularly and stay in close communication. We're here to guide you every step of the way. 🤝 #LaurelWealthPlanning #FinancialPlanning #Goals #ComprehensivePlanning