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
Avoiding Family Burden: How Estate Planning Brings Peace After a Loss
Family relationships are so fundamental to our personal identity and so often they are complicated. During a time of grieving and mourning over the death of a loved one, family relations can become even more emotionally charged. Although none of us can avoid death, it is possible to minimize any potential burdens on your family through advanced, careful... Read More
Uh Oh! I’m Suddenly Rich. Now What Do I Do?
Surprisingly, dealing with sudden wealth can become a nightmare. Learn the five steps you can take immediately to successfully manage the financial and emotional crises that can come with sudden wealth. People come into financial windfalls in a number of ways: Lottery Sale of Business Stock options Inheritance Read More
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
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
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 (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