Christina Ubl

A silhouette of a male and female presenting adult are center of the image, they are sandwiched between two silhouettes of children to the left and two silhouettes of older adults on the right to illustrate the

Navigating the Financial Squeeze Effectively: Tips for the Sandwich Generation

If you're feeling the pressure of supporting both aging parents and growing children, you're part of what’s called the Sandwich Generation. This group—made up mostly of adults in their 40s, 50s, and early 60s—is growing every year. It includes people who are raising children or helping them launch into adulthood while also caring for older parents or other... Read More

Market Volatility & Tariffs - Lakeside Chat 4-9-25

Recent market ups and downs can be unsettling - especially when headlines seem to shift by the hour. During times like these, it’s natural to have questions about how market changes might affect your financial goals. Read More
Graphical illustration of someone and their dog sailing away from an island, an impending storm chasing them. The person has binoculars in hand to help them traverse the perils of the sea.

Solo Agers: How to Chart Your Course to Avoid 5 Common Perils

Let’s face the truth. If you’re reading this, you’re breathing. And if you’re breathing, you’re getting older. And for an increasing number of us, that may mean you’re a solo ager. Navigating life as a solo ager means you are aging independently without a built-in safety net of immediate family support. Read More
An illustration of the side profile of a brain, tinted blue. It's centered on a yellow background, with faded question marks all around it

Financial Planning Steps to Take at the First Signs of Memory Loss

Facing the early signs of memory loss can be unsettling, but it’s also a critical time to act. Creating a strong financial and legal foundation as soon as you can ensures your wishes are honored and your loved ones are protected. Whether for yourself or a loved one, addressing these steps early can bring clarity, peace of mind, and security for the future. Read More

How to Find the Best Financial Advisor for Where You Are Now

You have probably seen the articles. Some are long. Some are short. The common thread is that the writer claims there is one perfect and absolute set of questions to ask (and corresponding answers) whenever you interview a potential financial advisor. I don’t think so. Read More
A business women sits at a table in front of her computer, stressed and surrounded by towers of paper work.

Don't Let Ignoring Financial Decisions Overwhelm Your Business Success

Back in second grade, it didn’t really matter much if you failed to make a decision. If one of your parents called out into the back yard to ask if you wanted a PB&J or grilled cheese sandwich for lunch and you were intent on climbing the tree and didn’t answer, you suffered no lasting harm from being served your second-choice lunch option that day. But... Read More
Cyber Security: Reduce Your Risk

Cyber Security: Reduce Your Risk (Lakeside Chat 5-15-24)

In today's digital world, protecting your personal information online is more critical than ever. It's essential to be proactive in protecting your online presence and reducing risks of falling prey to scams or other risks. In our latest Lakeside Chat we explore practical tips and strategies to help you be safer in the digital world. Read More
What is a Daily Money Manager? Guest: Robyn Young President of the American Association of Daily Money Managers, Lakeside Chats 12-7-22

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

This month we were joined by Robyn Young, Certified Daily Money Manager®, a professional who collaborates to help with bill paying and more. Robyn is the founder and owner of Money Care, LLC. She is also currently Vice President of the American Association of Daily Money Managers (AADMM) and is a member of the Vermont Elder Resource Group. Read More
Understanding the Fafsa. Guest Stephen Jagard 529 College Savings Plan Specialist at John Hancock Investment Management. Lakeside Chats 10-05-22

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

The FAFSA® (Free Application for Federal Student Aid) form is available each academic year beginning October 1st and is one of the most important parts of receiving financial aid for college or university. Stephen Jagard, a 529 College Savings Plan Specialist with John Hancock Investment Management, will share what to expect with the FAFSA® process in the... Read More
Medicare 101; Guest: Roberta Eckert Vice President Nationwide Retirement Institute Lakeside Chats 9-14-22

Medicare 101 (Lakeside Chats 9-14-22)

Back by popular demand, folks joined us in September for a Lakeside Chat on the topic of Medicare. We were joined by Roberta Eckert who is the Vice President of the Nationwide Retirement Institute and our guest expert to discuss some important things to know when you're looking at Medicare, including who's eligible, when you can apply, and how much you... Read More