Do you Know Who's Managing the Family Money? You may be surprised.
For many families, this is a question getting new answers today because of changing family dynamics and the growing number of aging parents or family members. Long gone are the days when it could be assumed that managing family finances defaulted to “the man of the house.” At the same time, the Sandwich Generation is coming to terms with their aging parents... Read More
Your Digital Assets and Accounts: What Happens After You're Gone?
These days, it’s likely that most of your important financial information is stored digitally through a combination of online accounts, saved documents on your personal computer, and your smartphone. Chances are you keep a lot of other important information stored digitally too. If you’re a small business owner with registered domain names, a thriving... Read More
Big Life Change? Helpful Financial Strategies for Women in Transition
Are you a woman in transition? If you’re facing a big life change — as a successful owner or manager of a rapidly growing business, someone with a recent inheritance, or perhaps recently widowed, divorced, engaged, married, or dealing with illness — then you’re a woman in transition, and you have special financial needs. Read More
What is a Daily Money Manager? (Lakeside Chat 12-7-22)
This month we were joined by Robyn Young, Certified Daily Money Manager®, a professional who collaborates to help with bill paying and more. Robyn is the founder and owner of Money Care, LLC. She is also currently Vice President of the American Association of Daily Money Managers (AADMM) and is a member of the Vermont Elder Resource Group. Read More
Understanding the FAFSA® (Lakeside Chats 10-5-22)
The FAFSA® (Free Application for Federal Student Aid) form is available each academic year beginning October 1st and is one of the most important parts of receiving financial aid for college or university. Stephen Jagard, a 529 College Savings Plan Specialist with John Hancock Investment Management, will share what to expect with the FAFSA® process in the... Read More
Medicare 101 (Lakeside Chats 9-14-22)
Back by popular demand, folks joined us in September for a Lakeside Chat on the topic of Medicare. We were joined by Roberta Eckert who is the Vice President of the Nationwide Retirement Institute and our guest expert to discuss some important things to know when you're looking at Medicare, including who's eligible, when you can apply, and how much you... Read More
Small Business Entities Explained (Lakeside Chats 5-11-22)
In honor of National Small Business Week, we were joined by our host Mark Perkell, Esq., who specializes in working with small business owners; he’ll share with us information on different entity options, the pros & cons for each, and why changing from one entity to another might make sense (and what the process would be). Read More
Aging in Place (Lakeside Chats 3-2-22)
This month's Lakeside Chat topic was about "Aging in Place". When a senior or older adult chooses to live at home rather than move into an assisted living or skilled nursing facility, it's known as "aging in place". It's a decision that is gaining popularity and is a question that often comes up for folks as they plan their retirement. Read More