Money and You

Small Business Entities Explained (Lakeside Chats 5-11-22)

May 11, 2022 | Topics: Video, Business Owners, Recent Videos

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).

Aging in Place (Lakeside Chats 3-2-22)

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. 

Outlook 2022 (Lakeside Chat 2-1-22)

February 1, 2022 | Topics: Video, Investing

For our February Lakeside Chat, we were joined by guest host Brian Levitt from Invesco sharing their 2022 Outlook.

The Importance of Having an Estate Plan (Lakeside Chat 12-1-21)

December 1, 2021 | Topics: Financial Planning, Video, Estate Planning, Recent Videos

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.

Healthcare in Retirement (Lakeside Chat 10-6-21)

October 6, 2021 | Topics: Retirement Planning, Video, Recent Videos

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. 

2021 Midyear Outlook (Lakeside Chat 7-14-21)

July 14, 2021 | Topics: Financial Planning, Video, Recent Videos

For our next Lakeside Chat, we're proudly presenting LPL Research Midyear Outlook 2021 with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publication for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.

Safe Traveling (Lakeside Chats 6-2-21)

June 2, 2021 | Topics: Community_NY-VT, Video, Recent Videos

After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines?

The Dark Web (Lakeside Chats 5-5-21)

The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to.

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

April 7, 2021 | Topics: Video, Financial Literacy, Recent Videos

April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat!