Money and You

Cyber Safety (Lakeside Chats 12-1-20)

December 1, 2020 | Topics: Video

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

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, Recent Videos

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.

LPL Research Midyear Outlook 2020: The Trail to Recovery (Lakeside Chats 7-29-20)

July 29, 2020 | Topics: Video

We're presenting LPL Research Midyear Outlook 2020: The Trail to Recovery, with investment insights and market guidance for the rest of 2020, plus a special elections section.

Making Homemade Ice Cream (Lakeside Chats 7-22-20)

July 22, 2020 | Topics: Video

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)

July 9, 2020 | Topics: Video, Estate Planning, Recent Videos

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 York.