Money and You

Empowering Women (Lakeside Chat 3-3-21)

March 3, 2021 | Topics: Video, Women, Recent Videos

March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to talk about celebrating for one month a year when there are limited signs of progress to improve the lives of women and girls.

How to Love Yourself (Lakeside Chat 2-3-21)

February 3, 2021 | Topics: Community_NY-VT, Video, Recent Videos

People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology,  the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next.

Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)

January 6, 2021 | Topics: Video, Recent Videos

Powering Forward
Join us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021.

Cyber Safety (Lakeside Chats 12-1-20)

December 1, 2020 | Topics: Video, Recent Videos

Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like.  With that, comes vulnerability to computer viruses, scams & potentially identity theft.  As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate

Election Impacts (Lakeside Chats 10-27-20)

October 27, 2020 | Topics: Video, Recent Videos

This chat covered the timely topic of the possible long-term impact of an election on the stock market (hint – historically, it really doesn’t matter). Our host, David Keib, a wholesaler at Capital Group, home of American Funds, has 12 years of investment industry experience and has been with Capital Group for six years.

Making Mason Jar Cheesecake (Lakeside Chat 10-14-20)

October 14, 2020 | Topics: Community_NY-VT, Video

This week we had cake artist Janina Kotulich as our guest to show us how to bake delicious Caramel Apple Cheesecake in mini mason jars! See ingredients and supplies below if you'd like to follow along.  

Medicare: Open Enrollment (Lakeside Chat 10-8-20)

October 8, 2020 | Topics: Retirement Planning, Video

This week we will have guest speaker, Ronald Gist, discuss Medicare and the open enrollment period coming up.

How to Thrive During Volatile Markets (Lakeside Chats 9-30-20)

September 30, 2020 | Topics: Video

We discussed how to thrive during volatile markets to help you better understand what’s happening and what the future could hold.

Financial Elder Abuse (Lakeside Chats 9-8-20)

September 8, 2020 | Topics: Video

Our guest hosts, Attorney Heather West and Doctor Kasey Stewart, joined us this week to discuss financial elder abuse this week at our Lakeside Chat.

Social Security (Lakeside Chats 9-1-20)

September 1, 2020 | Topics: Retirement Planning, Financial Planning, Video

We revisited a topic of high interest, Social Security. Our host will be Matt Sperazzo.

Matt is an External Business Consultant with John Hancock Investments and has been with the company for 13 years. Matt also has his NSSA designation through the National Social Security Advisors Association.