Money and You

Understanding the FAFSA® (Lakeside Chats 10-5-22)

October 6, 2022 | Topics: Video, College Education Funding, Recent Videos

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® process in the 2022-23 academic year – as well as the major changes scheduled to take place the following year.

Medicare 101 (Lakeside Chats 9-14-22)

September 14, 2022 | Topics: Retirement Planning, Video, Recent Videos

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 much you might expect to pay based on the different plan options. 

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?