Aging in Place (Lakeside Chats 3-2-22)
This month's Lakeside Chat topic was about "Aging in Place". When a senior or older adult chooses to live at home rather than move into an assisted living or skilled nursing facility, it's known as "aging in place". It's a decision that is gaining popularity and is a question that often comes up for folks as they plan their retirement. Read More
Outlook 2022 (Lakeside Chat 2-1-22)
For our February Lakeside Chat, we were joined by guest host Brian Levitt from Invesco sharing their 2022 Outlook. Brian is a Global Market Strategist, and is responsible for the development and communication of the firm’s investment outlooks and insights. He earned a BA degree in economics from the University of Michigan and an MBA with honors in finance... Read More
The Importance of Having an Estate Plan (Lakeside Chat 12-1-21)
This month we will be discussing the importance of having an estate plan; our host will be Attorney Adam Bartsch. Hewill be talking to us about the importance of having a plan in the event you become incapacitated or die. Read More
Healthcare in Retirement (Lakeside Chat 10-6-21)
Our October Lakeside Chat featured guest expert Valerie Mariani from Fidelity Institutional. She is a Sr. Regional Investment Consultant, and has been with Fidelity for 17 years. She provided insight on Medicare and healthcare in general during retirement. Read More
Gardening Pt. 3: Putting Your Garden to Bed (Lakeside Chat 9-15-21)
We were excited to invite back our very first ever Lakeside Chat guest Amy Ivy, to give us tips and answer questions about the best way to put your gardens to bed this fall. Read More
Safe Traveling (Lakeside Chats 6-2-21)
After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines? Read More
Is Now the Right Time to Make a Major Financial Move?
You take comfort in knowing your financial plan is designed to help you advance steadily toward your long-term goals — and to flex as your situation and goals change. But during 2020 and 2021, everything changed. So, let’s look at how to decide whether now is the right time for you to make a major financial move. Read More
The Dark Web (Lakeside Chats 5-5-21)
The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to. Read More