Money and You

Safe Traveling (Lakeside Chats 6-2-21)

June 2, 2021 | Topics: Community_NY-VT, Video, Recent Videos

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?

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.

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.

Celebrating Financial Literacy Month (Lakeside Chats 4-7-21)

April 7, 2021 | Topics: Video, Financial Literacy, Recent Videos

April is Financial Literacy Month! To celebrate, Adam hosted a Financial Literacy Jeopardy-like Trivia game for this month's Lakeside Chat!

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.

Empowering Women (Lakeside Chat 3-3-21)

March 3, 2021 | Topics: Video, Women, Recent Videos

March marks Women’s History Month again, but many of us are not celebrating. Stories and images of courageous women of the past are everywhere. These women deserve recognition — they fought hard to advance equal rights and access for the majority of the U.S. population who happen to have been born female. Yet in 2021, it can feel increasingly difficult to talk about celebrating for one month a year when there are limited signs of progress to improve the lives of women and girls.

Discover Your Perfect Practical Financial Plan at Any Age

Having a solid handle on your financial well-being makes for one less stressor – and better sleep at night. But then you probably know that. Let’s explore some of the stereotypes and misperceptions that can get in the way of building your financial confidence and reducing stress through planning — and practical ways to get started or move ahead with your plan.

How to Love Yourself (Lakeside Chat 2-3-21)

February 3, 2021 | Topics: Community_NY-VT, Video, Recent Videos

People are experiencing so many things over the last year: feelings of isolation, anxiety over something as simple as shopping in public, the frustration of trying to adopt new technology,  the list goes on & on. We could all use a few tips on how to take better care of ourselves so we’re better equipped to face whatever challenges come next.

Outlook 2021: Powering Forward (Lakeside Chats 1-6-21)

January 6, 2021 | Topics: Video, Recent Videos

Powering Forward
Join us this week as Adam takes us through the LPL Research Outlook 2021: Powering Forward which covers post-election policy, the economy, stocks and bonds, and LPL Research’s economic and market forecasts for 2021.

Cyber Safety (Lakeside Chats 12-1-20)

December 1, 2020 | Topics: Video, Recent Videos

Many of us, regardless of age or technical skill, find our daily lives intertwined with technology more often than we’d like.  With that, comes vulnerability to computer viruses, scams & potentially identity theft.  As in most cases, knowledge is power: therefore, we invite you to gain insight & knowledge from local tech company Twinstate