Social Security (Lakeside Chats 9-1-20)
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. Read More
LPL Research Midyear Outlook 2020: The Trail to Recovery (Lakeside Chats 7-29-20)
We're presenting LPL ResearchMidyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section. Read More
Making Homemade Ice Cream (Lakeside Chats 7-22-20)
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! Read More
Basics of Trust and Estate Planning (Lakeside Chats 7-9-20)
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 York. Read More
Gardening pt. 2 (Lakeside Chats 6-17-20)
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. Read More
Gardening pt. 1 (Lakeside Chats 6-10-20)
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. Read More
5 Myths about Getting Your Affairs in Order
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 at 5... Read More
How to Have the Best Financial Date Night Ever!
How to Have the Best Financial Date Night Ever! Flowers…chocolate…401k? Let’s face it — talking money and financial planning with your significant other on a “date” may not be your first choice for spending quality time together. Even in the best of relationships, discussing money and finances can send two people running in opposite directions. Yet... Read More