Money and You

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

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. 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

You did WHAT!? Common Financial Pitfalls

Avoid common financial pitfalls for a more secure future. In life and matters of the wallet, rest assured that we all make mistakes. Mistakes are a critical part of our education process – but when it comes to your finances, some lessons and consequences can be quite lasting. In an effort to help you learn from others, and potentially save a great deal of... Read More

Long-Term Care Insurance

Does Long-Term Care Insurance break or protect the nest egg? It may seem a bit unusual to be examining insurance with a financial advisor, but looking at long term care insurance is a critical step in the retirement plan process. It is much easier discussing the risks potential health problems can pose to your retirement plan now, while you’re healthy,... Read More

Preparing to Cope with Health Issues in a Time of Uncertainty

When a medical crisis hits you or a family member, you are faced with often daunting financial and emotional challenges. While health issues can be overwhelming in their magnitude and unpredictability, preparing for unpleasant contingencies can eliminate some of the problems you might face. Planning ahead may seem all the more daunting with health care and... Read More

Changing Jobs? Protect your Assets.

Whether you are embarking on a new career or relocating due to shifts in the job market, keeping on top of your options regarding your existing insurance policies and pension or retirement plan is critical. You don’t want to leave assets behind unintentionally. There are often time-limited opportunities, strict guidelines and tax penalties to watch for so... Read More