Money and You

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

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. Read More

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

This week we will have guest speaker, Ronald Gist, discuss Medicare and the open enrollment period coming up. Ronald is a Health Insurance Counseling & Advocacy Program (HICAP) Counselor with the Clinton County Office for the Aging, and has been working with them for 10 years to help people get the most out of their Medicare benefits. And don’t worry if... Read More

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

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

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

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. Read More

Social Security (Lakeside Chats 9-1-20)

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. Read More

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

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

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

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! Read More

Basics of Trust and Estate Planning (Lakeside Chats 7-9-20)

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. Read More

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

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. Read More