Money and You

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.

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

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.

Gardening pt. 2 (Lakeside Chats 6-17-20)

June 17, 2020 | Topics: Video

With our first Lakeside Chat behind us, we are excited to inform you that Amy Ivy has agreed to join us again for Part 2 - tips and tricks for gardening with the focus on raised beds! Amy is a retired horticulturist with Cornell Cooperative Extension. 

Gardening pt. 1 (Lakeside Chats 6-10-20)

June 10, 2020 | Topics: Video

To kick-off our first week’s chat, our guest host will be Amy Ivy; she will provide some timely tips and tricks for gardening! Amy is a retired horticulturist with Cornell Cooperative Extension. 

Estate Planning to Avoid Family Discord

CWM_Estate-Planning-Video

Family relationships are so fundamental to our personal identity and so often they are complicated. During a time of grieving and mourning over the death of a loved one, family relations can become even more emotionally charged. Although none of us can avoid death, it is possible to minimize potential family conflicts through advanced, careful estate planning.