Estate Planning
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
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
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
Basics of Trust and Estate Planning (Lakeside Chats 7-9-20)
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. Read More
Your Financial Health Checkup
Your annual physical checkup and health screenings are scheduled. Your dental checkups, and perhaps those for your spouse and children, are on your calendar or smartphone. Yet many people fail to schedule time for a regular financial health checkup. Whether you prefer to block out some time each month or review your financial goals annually, here is what... Read More
Talking with your adult children about money
Talking with your kids about money changes as they get older and as you get younger (of course). If this has been a conversation you have shared since they were young, it’s natural to continue to discuss financial matters as the years go on. In a perfect world this would be the way it is all the time. Unfortunately, the opposite is often true. Read More
Talking with Your Kids About Money
While everyone has different views about money, it’s important to have “money talks” with your kids about the basic concepts at an early age. You don’t want these conversations to be heavy-handed or hour-long lectures, but aim for brief observations whenever opportunities come up. My husband and I are regularly on the lookout for teachable moments to talk... Read More
What Keeps You Up at Night? (Part 2)
Know that you are not alone if you toss and turn as you try to fall asleep. In 'Part 1', we focused on the financial concerns of a married couple with young children, but noted that the Gallup-Healthways Well-Being Index shows 61 percent of Americans worry about how to manage their economic life to reduce stress and increase security. That’s a lot of... Read More