Money and You

Medicare: Health Care in Retirement (10-18-23 Lakeside Chat)

Simplifying the FAFSA® Process (Lakeside Chat 9/13/23)

Do you Know Who's Managing the Family Money? You may be surprised.

Your Digital Assets and Accounts: What Happens After You're Gone?

Big Life Change? Helpful Financial Strategies for Women in Transition

What is a Daily Money Manager? (Lakeside Chat 12-7-22)

Understanding the FAFSA® (Lakeside Chats 10-5-22)

Medicare 101 (Lakeside Chats 9-14-22)

Small Business Entities Explained (Lakeside Chats 5-11-22)

Aging in Place (Lakeside Chats 3-2-22)

Outlook 2022 (Lakeside Chat 2-1-22)

The Importance of Having an Estate Plan (Lakeside Chat 12-1-21)

What is Hybrid Long-Term Care Insurance? (And When to Consider it)

Healthcare in Retirement (Lakeside Chat 10-6-21)

Gardening Pt. 3: Putting Your Garden to Bed (Lakeside Chat 9-15-21)

3 Year-End Tax Strategies for 2021 to Keep Your Financial Plan on Track

2021 Midyear Outlook (Lakeside Chat 7-14-21)

Small Business Owners: How to Chart Your Course to a Spectacular Retirement

Safe Traveling (Lakeside Chats 6-2-21)

Is Now the Right Time to Make a Major Financial Move?

The Dark Web (Lakeside Chats 5-5-21)

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

Why a Family Meeting on Finances is a Good Idea

Empowering Women (Lakeside Chat 3-3-21)

Discover Your Perfect Practical Financial Plan at Any Age

How to Love Yourself (Lakeside Chat 2-3-21)

Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)

Cyber Safety (Lakeside Chats 12-1-20)

Gifting and Your Legacy: When is the best time to give?

Election Impacts (Lakeside Chats 10-27-20)

Making Mason Jar Cheesecake (Lakeside Chat 10-14-20)

Medicare: Open Enrollment (Lakeside Chat 10-8-20)

SRI, ESG, or Impact Investing: How to decide which is best for you

How to Thrive During Volatile Markets (Lakeside Chats 9-30-20)

Financial Elder Abuse (Lakeside Chats 9-8-20)

Social Security (Lakeside Chats 9-1-20)

Looking Beyond Your Student Loans: What Young Professionals Need to Know

LPL Research Midyear Outlook 2020: The Trail to Recovery (Lakeside Chats 7-29-20)

Making Homemade Ice Cream (Lakeside Chats 7-22-20)

Basics of Trust and Estate Planning (Lakeside Chats 7-9-20)

Gardening pt. 2 (Lakeside Chats 6-17-20)

How to Know the Financial Metrics that Matter During a Crisis

Gardening pt. 1 (Lakeside Chats 6-10-20)

Covid-19 and the Stock Market: What Should You Do?

How to Balance Your Off-Kilter Business and Personal Finances Today

Changing Gears from Saving to Spending in Retirement: What You Need to Know

5 Myths about Getting Your Affairs in Order

How to Finance Your Second Career as Business Owner

How to Find the Best Financial Advisor for You Now

College Education Funding

Buyer or Seller: You Need the Right Business Transition Plan

Four signs it’s time for a second opinion now

How to Have the Best Financial Date Night Ever!

Are You Making Business Financial Decisions by Default?

How to live well today (towards a loan free tomorrow)

Sandwich Generation: Preserving your future — and theirs

Financial Tips for the Sandwich Generation

Surviving Family Business Transition Nightmares

Is an Amicable Divorce Possible?

Is Your Money Invested Where Your Values Are?

Your Financial Health Checkup

Your Retirement Spending AND Income: Two Plans are Better than One

Five Ways to Help Avoid Sleepless Nights in Retirement

You didn't expect a divorce: Now what?

Financial Planning Tips for Your 30s and 40s

Worried about Outliving your Money?

Uh Oh! I’m Suddenly Rich. Now What Do I Do?

Business transition and succession: why you need a plan

Talking with your adult children about money

Talking with Your Kids About Money

What Keeps You Up at Night? (Part 2)

What Keeps You Up at Night?

7 Tips for Financial Planning in your 70s

Six Steps for Financial Planning in Your 60s

Second Home Ownership

Succession Planning

Financial planning tips for your 50s

Choosing a Financial Advisor

You did WHAT!? Common Financial Pitfalls

The Power of a Plan

Roth Accounts: Another Retirement Savings Vehicle

Collaborative Divorce

2012 Year-End Financial Tips

Fiscal Cliff? It's Possible to Scale it and Climb Higher.

Disability Insurance: Why it's worth a close look.

Long-Term Care Insurance

Women & Money

It Doesn't Hurt to Get a Second Opinion

Concentrated Stock Positions

Why Your Credit Score Matters

Starting a New Job?

Year-End Financial Tips

The Golden Rules of 401(k)'s and Retirement Savings

Is Economic Volatility Here to Stay?

Preparing to Cope with Health Issues in a Time of Uncertainty

Spring Cleaning Your Portfolio

Estate Planning to Avoid Family Discord

Have You Had "The Talk" With Your Kids? It's Recommended You Speak Early and Often About Money

Negotiating the Rapids of Business Transitions

What to Do With Your Tax Refund

401K, Pension, IRAs: To Convert or Not to Convert?

Tax Benefits of Going Green with Your Business & Home

Changing Jobs? Protect your Assets.

What to Do When Your Paychecks Stop: Attend to your head and your heart before you deal with your wallet

Seven Pitfalls On Your Way To Retirement