Money and You

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.

SRI, ESG, or Impact Investing: How to decide which is best for you

By whatever its name, the options for putting your money where your personal values are have never been greater. But the array of terms can be overwhelming. Whether you are just beginning as an investor or have been investing for years, a recap of your choices can be useful to make sure you aren’t simply chasing after the latest shiny object — or missing out on a growing trend that’s a perfect match for your personal values and investing goals.

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.

Looking Beyond Your Student Loans: What Young Professionals Need to Know

Imagine you have been out in the work world for nearly a decade and are doing well in your career. As your salary increased you prioritized reducing your student debt by increasing your student loan payments each year. Suddenly, you realize your short-term future includes what once seemed nearly impossible — in a year or so your student loans will be paid off! Uh-oh, new financial decisions to be made. Let’s explore your financial future beyond paying off student debt and how to evaluate and choose the best options for you and your family.

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.