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.
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.
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.
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.
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!
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.
With our first Lakeside Chat behind us, we are excited to inform you that Amy Ivy has agreed to join us again for Part 2 - tips and tricks for gardening with the focus on raised beds! Amy is a retired horticulturist with Cornell Cooperative Extension.
In 2020, the pandemic presented many small business owners with a crash course on financial metrics and why they matter. You may be one. I imagine you’ve owned your business for a few years or more, endured some ups and downs but overall enjoyed steady growth, watched your cash flow and know your bottom line. Why was selecting, applying for, and tracking small business relief funds such a challenge? Let’s start by taking a close look at the factors creating the challenge and how to prepare your business with metrics that matter for the future.
To kick-off our first week’s chat, our guest host will be Amy Ivy; she will provide some timely tips and tricks for gardening! Amy is a retired horticulturist with Cornell Cooperative Extension.
If you are like many investors, the wild swings in the markets since the coronavirus pandemic began have made you wonder what, if anything, you should be doing. While every investor's situation is different, CFP® professionals Christina Ubl and Adam Robert sat down for their inaugural audiocast to answer the most common questions asked about Covid-19, the stock market, and some ways you can help calm your worries.
