Mar 6, 2026
You’re at the top of your game. You’re an expert in your field, and you don’t have time for a “second job” as a market analyst. Yet, you feel it: low-grade anxiety. You see headlines about “The Magnificent 7” and wonder if...
Oct 20, 2025
By Laurie Allen, CFP® | LA Wealth ManagementAs a financial advisor, I frequently work with clients who have significant exposure to a single stock—often due to employee compensation in company stock or inheritance from a family member. While concentrated positions can...
Oct 7, 2025
By Laurie Allen, CFP® | LA Wealth ManagementAs a financial advisor working with clients for over 15 years, I can’t tell you how many people visit me in the office, tell me they’re in a diversified portfolio and open up their statement only to show several...
Sep 24, 2025
By Laurie Allen, CFP® | LA Wealth ManagementIf you’ve changed jobs a few times or opened investment accounts with different providers over the years, chances are your financial life is more scattered than you’d like. Old 401(k)s here, a brokerage account there, maybe...
Sep 19, 2025
By Laurie Allen, CFP® | LA Wealth ManagementCongress just passed a sweeping new tax package—the One Big Beautiful Bill (OBBB)—which introduces several key changes that may directly affect your financial plan. Whether you’re raising a family, planning for...
Jun 30, 2025
Written by Laurie Allen, CFP for LA Wealth ManagementIn a world where a swipe of your finger can deliver bite-sized tips on budgeting, investing, or retiring early, it’s no surprise that millions turn to TikTok for financial guidance. But here’s the...
Jun 5, 2025
IntroductionDivorce and remarriage are more than emotional milestones—they’re financial turning points that can alter the course of your wealth. As a high-earning woman, these transitions carry even greater significance because you may have substantial assets,...
May 29, 2025
Accessing the funds in your 529 plan to pay for education expenses is a straightforward process, but understanding the rules is key to maximizing the tax benefits. This guide provides a general overview of how to withdraw from your 529 plan. Remember to consult your...
May 14, 2025
Receiving an inheritance can feel like a gift, but it also comes with financial and legal responsibilities that many beneficiaries aren’t prepared for. Without guidance, it’s easy to make costly mistakes—whether it’s overspending, mismanaging assets, or facing...
May 5, 2025
Choosing beneficiaries isn’t just about dividing assets – it’s about shaping your legacy and ensuring the people you care about are taken care of in a way that reflects your values. It’s a deeply personal decision, and no two families approach it the same way....
