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
What is Hybrid Long-Term Care Insurance? (And When to Consider it)
If you’re re-evaluating how much, and what types, of insurance you need in 2022 and beyond, you are not alone. The global pandemic brought many topics to the foreground that were often being pushed aside in the past and finding the right insurance coverage was a big one. While you may be focusing on healthcare insurance options, don’t forget to evaluate... 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
3 Year-End Tax Strategies for 2021 to Keep Your Financial Plan on Track
The year 2021 is fast coming to an end, but there is still time to make smart moves to maximize your savings and minimize your tax bill next spring. While your situation at this point in time will vary from your neighbor’s or colleagues', here are three year-end tax strategies that can help you no matter what your life stage or current situation. Read More
2021 Midyear Outlook (Lakeside Chat 7-14-21)
For our next Lakeside Chat, we're proudly presenting LPL ResearchMidyear Outlook 2021with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publicationfor a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead. Read More
Small Business Owners: How to Chart Your Course to a Spectacular Retirement
There’s a myth out there that most owners of small businesses and startups are younger people. In fact, the opposite is true: Most business owners are age 55 and over. That reality can turn what are usually the peak earning and retirement savings years from your late 40s to late 50s into something more akin to watching " The Perils of Pauline." But it... Read More