The Importance of Having an Estate Plan (Lakeside Chat 12-1-21)
This month we will be discussing the importance of having an estate plan; our host will be Attorney Adam Bartsch. Hewill be talking to us about the importance of having a plan in the event you become incapacitated or die. Read More
Healthcare in Retirement (Lakeside Chat 10-6-21)
Our October Lakeside Chat featured guest expert Valerie Mariani from Fidelity Institutional. She is a Sr. Regional Investment Consultant, and has been with Fidelity for 17 years. She provided insight on Medicare and healthcare in general during retirement. Read More
Gardening Pt. 3: Putting Your Garden to Bed (Lakeside Chat 9-15-21)
We were excited to invite back our very first ever Lakeside Chat guest Amy Ivy, to give us tips and answer questions about the best way to put your gardens to bed this fall. Read More
Safe Traveling (Lakeside Chats 6-2-21)
After over a year of sticking close to home, some (if not all) of us, are wondering if it’s finally time to get away again. And more importantly, how can we do that in a safe manner with so many places following different guidelines? Read More
Is Now the Right Time to Make a Major Financial Move?
You take comfort in knowing your financial plan is designed to help you advance steadily toward your long-term goals — and to flex as your situation and goals change. But during 2020 and 2021, everything changed. So, let’s look at how to decide whether now is the right time for you to make a major financial move. Read More
The Dark Web (Lakeside Chats 5-5-21)
The Dark Web is an interesting place with a ton of potential, and a ton of risk. This month, we were joined by Twinstate Technologies as we go into the dark web, so you don’t have to. Read More
Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)
April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat! Read More
Why a Family Meeting on Finances is a Good Idea
Planning a conversation with your loved ones about your financial plans and goals may not be easy, but it can help you feel more confident about your family’s financial health and your peace of mind. Read More