Jan 26, 2023
Recently I was asked to serve as a guest expert by a wealth management firm with offices in Vermont, upstate New York, and Florida. This group of investment advisors and CERTIFIED FINANCIAL PLANNERS™ hosts a monthly online video Lakeside Chat for community members and...
Jun 1, 2022
Review and Plan June, the midpoint of the year, is a great month to review your annual spending plan and make adjustments as needed. This will ensure that you have the necessary funds for vacations and other summertime activities. In addition to your monthly budget...
Jul 29, 2021
Wow, there is nothing like the experience of a great concert. Whether it’s your favorite band, a symphony orchestra, a wonderful choir, or just a jam session. Hearing a group of people work together in harmony just feels right. I sing with a Big Band. There are 18...
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