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).
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.
For our February Lakeside Chat, we were joined by guest host Brian Levitt from Invesco sharing their 2022 Outlook.
This month we will be discussing the importance of having an estate plan; our host will be Attorney Adam Bartsch. He will be talking to us about the importance of having a plan in the event you become incapacitated or die.
If you’re re-evaluating how much, and what types, of insurance you need in 2022 and beyond, you are not alone. The global pandemic brought many topics to the foreground that were often being pushed aside in the past and finding the right insurance coverage was a big one. While you may be focusing on healthcare insurance options, don’t forget to evaluate your life and long-term care insurance options too, no matter what age you are.
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.
The year 2021 is fast coming to an end, but there is still time to make smart moves to maximize your savings and minimize your tax bill next spring. While your situation at this point in time will vary from your neighbor’s or colleagues', here are three year-end tax strategies that can help you no matter what your life stage or current situation.
For our next Lakeside Chat, we're proudly presenting LPL Research Midyear Outlook 2021 with investment insights and market guidance for the rest of 2021. Adam walks through the Midyear Outlook 2021 publication for a comprehensive presentation on the markets and the global economy – and the opportunities and challenges that may lie ahead.
There’s a myth out there that most owners of small businesses and startups are younger people. In fact, the opposite is true: Most business owners are age 55 and over.
That reality can turn what are usually the peak earning and retirement savings years from your late 40s to late 50s into something more akin to watching " The Perils of Pauline." But it doesn’t have to be that way. Let’s look at how to avoid common perils and chart your course to the retirement you want while continuing to concentrate on the ongoing needs of your small business.
