Video
Simplifying the FAFSA® Process (Lakeside Chat 9/13/23)
Every fall, securing financial aid for your current or prospective college student can be one of the most stressful times of the new school year. Especially with changes to the process and definitions being phased in this year, it can feel as daunting as ever. We want to help! Read More
What is a Daily Money Manager? (Lakeside Chat 12-7-22)
This month we were joined by Robyn Young, Certified Daily Money Manager®, a professional who collaborates to help with bill paying and more. Robyn is the founder and owner of Money Care, LLC. She is also currently Vice President of the American Association of Daily Money Managers (AADMM) and is a member of the Vermont Elder Resource Group. Read More
Understanding the FAFSA® (Lakeside Chats 10-5-22)
The FAFSA® (Free Application for Federal Student Aid) form is available each academic year beginning October 1st and is one of the most important parts of receiving financial aid for college or university. Stephen Jagard, a 529 College Savings Plan Specialist with John Hancock Investment Management, will share what to expect with the FAFSA® process in the... Read More
Medicare 101 (Lakeside Chats 9-14-22)
Back by popular demand, folks joined us in September for a Lakeside Chat on the topic of Medicare. We were joined by Roberta Eckert who is the Vice President of the Nationwide Retirement Institute and our guest expert to discuss some important things to know when you're looking at Medicare, including who's eligible, when you can apply, and how much you... Read More
Small Business Entities Explained (Lakeside Chats 5-11-22)
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). Read More
Aging in Place (Lakeside Chats 3-2-22)
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. Read More
Outlook 2022 (Lakeside Chat 2-1-22)
For our February Lakeside Chat, we were joined by guest host Brian Levitt from Invesco sharing their 2022 Outlook. Brian is a Global Market Strategist, and is responsible for the development and communication of the firm’s investment outlooks and insights. He earned a BA degree in economics from the University of Michigan and an MBA with honors in finance... 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