This week we will have guest speaker, Ronald Gist, discuss Medicare and the open enrollment period coming up. Ronald is a Health Insurance Counseling & Advocacy Program (HICAP) Counselor with the Clinton County Office for the Aging, and has been working with them for 10 years to help people get the most out of their Medicare benefits. And don’t...
We discussed how to thrive during volatile markets to help you better understand what’s happening and what the future could hold.
Our guest hosts, Attorney Heather West and Doctor Kasey Stewart, joined us this week to discuss financial elder abuse this week at our Lakeside Chat.
We revisited a topic of high interest, Social Security. Our host will be Matt Sperazzo. Matt is an External Business Consultant with John Hancock Investments and has been with the company for 13 years. Matt also has his NSSA designation through the National Social Security Advisors Association.
We're presenting LPL Research Midyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section.
We are already in the midst of summer – it’s hard to believe! Since it was National Ice Cream Day on July 19th, we figured we would have a little fun and make some ourselves!
Ever wonder about the difference between a revocable trust and an irrevocable trust? Or do you have questions about estate planning (and what that even means)? If yes, then you’ll be happy to know that our next Lakeside Chat covers the Basics of Trust Planning/Estate Planning. Our guest host will be Heather West from the Rural Law Center of New...
With our first Lakeside Chat behind us, we are excited to inform you that Amy Ivy has agreed to join us again for Part 2 - tips and tricks for gardening with the focus on raised beds! Amy is a retired horticulturist with Cornell Cooperative Extension.
To kick-off our first week’s chat, our guest host will be Amy Ivy; she will provide some timely tips and tricks for gardening! Amy is a retired horticulturist with Cornell Cooperative Extension.
No, It's not only for the wealthy. You know it. I know it. Just about everyone knows it. Setting up a will and other “in case of emergency” documents is important. But procrastination and misperceptions make it easy to put off getting your affairs in order. One 2019 survey found that 76% know a will is important, but only 40% have one. Let’s look...
