Category: Uncategorized

Ladies: 5 Reasons to work with a female financial advisor

LA Wealth Management has strong team of Female advisors who understand that Personal Finance is more personal than Finance.  https://www.forbes.com/sites/nancyanderson/2014/05/22/ladies-5-reasons-to-choose-a-female-financial-advisor/#11756d0b84a4

Tolerating Turbulance

Tolerate the TurbulenceLook beyond this moment and stay focused on your long-term objectives.  Provided by Maria Filindras and Laurie Allen Volatility will always be around on Wall Street, and as you invest for the long term, you must learn to tolerate it....

What you need to know about Long Term Care

As an advisor working with clients over the last decade to plan for the care of their elderly parents, you’d think I’d be completely prepared for it when it happened to me, right?  Wrong.  When your parents are hesitant or down right hostel to the idea of...

Teaching our children about money

Coming from a home where my parents NEVER talked about money, I felt behind and fearful as a young adult trying to make good decisions and learn about money. This is why it’s been so important for me to teach my kids from an early age how to save and Value their...

A guide to the 2018 Tax Changes

A note from Laurie:With the 2017 tax season coming to a close, I thought a quick guide to the 2018 tax changes might be helpful as you being to prepare for next year.  Thoughtful planning can make a big difference, so reach out if you have any questions on how...

Spring Cleaning with LA Wealth Management

A Note from Laurie:As a full-time business owner and mother of two young kids, staying organized, especially at home, can be a challenge. With Spring fast-approaching, the term “spring cleaning” seems a necessary, yet daunting task.  I found these tips helpful...
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