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.
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.
Choosing the right Medicare plan is an important part of retirement planning but due to its complexity, it can often leave people wondering if they are making the best choices for their health care in retirement. That's why we wanted to bring in an expert to help.
This month we were joined by Robyn Young, Certified Daily Money Manager®, a professional who collaborates to help with bill paying and more. Robyn is the founder and owner of Money Care, LLC. She is also currently Vice President of the American Association of Daily Money Managers (AADMM) and is a member of the Vermont Elder Resource Group.
The FAFSA® (Free Application for Federal Student Aid) form is available each academic year beginning October 1st and is one of the most important parts of receiving financial aid for college or university. Stephen Jagard, a 529 College Savings Plan Specialist with John Hancock Investment Management, will share what to expect with the FAFSA®...
Back by popular demand, folks joined us in September for a Lakeside Chat on the topic of Medicare. We were joined by Roberta Eckert who is the Vice President of the Nationwide Retirement Institute and our guest expert to discuss some important things to know when you're looking at Medicare, including who's eligible, when you can apply, and how...
In honor of National Small Business Week, we were joined by our host Mark Perkell, Esq., who specializes in working with small business owners; he’ll share with us information on different entity options, the pros & cons for each, and why changing from one entity to another might make sense (and what the process would be).
This month's Lakeside Chat topic was about "Aging in Place". When a senior or older adult chooses to live at home rather than move into an assisted living or skilled nursing facility, it's known as "aging in place". It's a decision that is gaining popularity and is a question that often comes up for folks as they plan their retirement.
This month we will be discussing the importance of having an estate plan; our host will be Attorney Adam Bartsch. He will be talking to us about the importance of having a plan in the event you become incapacitated or die.
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.
