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!
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...
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.
How to Know the Financial Metrics that Matter During a Crisis
In 2020, the pandemic presented many small business owners with a crash course on financial metrics and why they matter. You may be one. I imagine you’ve owned your business for a few years or more, endured some ups and downs but overall enjoyed steady growth, watched your cash flow and know your bottom line. Why was selecting, applying for, and...
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.
Covid-19 and the Stock Market: What Should You Do?
If you are like many investors, the wild swings in the markets since the coronavirus pandemic began have made you wonder what, if anything, you should be doing. While every investor's situation is different, CFP® professionals Christina Ubl and Adam Robert sat down for their inaugural audiocast to answer the most common questions asked about...
How to Balance Your Off-Kilter Business and Personal Finances Today
Just about anyone can start a business. Get an idea. Fill out some forms. Register with the necessary local and state agencies. Tell the world about your fantastic new service or product. But following your dreams is never easy — it’s hard work, fear of failure, loneliness, and mistakes. Running a successful business over time takes a lot more...
Changing Gears from Saving to Spending in Retirement: What You Need to Know
Changing gears from earning and saving your money to spending your savings is a major challenge for most of us. It’s not that sudden massive shopping sprees or a lavish lifestyle are planned by most retirees — the spending usually involves buying routine things. The challenge is in adjusting to where the money comes from during your retirement.
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...
How to Finance Your Second Career as Business Owner
Buying or starting a business used to be unusual if you were considering a second career. But encore careers as a business owner become more popular each year despite the wide-spread perception of risk. Let's explore what is driving the trend and your options for transitioning in a way that can help safeguard your business dream and your financial...