As an Economics major at Marist College, my senior year capping paper focused on the solvency of our Social Security system. In 1999, it was a big concern, and it’s something I have heard expressed countless times over the past 25 years…will it be there for me? Will...
Blog
Managing Your Credit Score: Myths Debunked & Strategies
In this video, Paul Sydlansky, CFP®, tackles the myths surrounding credit scores and offers actionable tips for effective credit management. Watch now to learn how to optimize your credit and enhance your financial planning strategy. Topics Discussed: Understanding...
5 Helpful Finance Books for Your Next Weekend Read
As a CERTIFIED FINANCIAL PLANNER™, it’s my responsibility to educate our clients and help filter the vast amount of financial information (good and bad) at their fingertips. To help do that, we’ve compiled 6 of our favorite finance books for you to pick up and page...
Making Sense of Your Cash Flow
Struggling to keep track of where your money goes? Watch to discover how breaking down your expenses into simple categories can transform your approach to budgeting. From handling daily costs to planning for long-term goals, get the insights you need to make every...
A Guide to Understanding Your Corning Equity
Your UBS statement arrives in your inbox monthly, but how much do you know about it? At Lake Road Advisors, we want to make sure you can follow your statement and understand where your money is allocated — and how it’s performing. When you have a clear understanding...
5 Things You Probably Don’t Know (Yet) About 529 Plans
A conversation with Pam Krueger, creator and co-host of PBS’s MoneyTrack and founder of Wealthramp.com If you’re a parent, you’ve probably heard about 529 plans, and if not, now’s the time to get informed. A solid 529 plan can help you save for your child’s education...
3 Big Questions Mid-Career Professionals Should Ask Now
I like to think I’m still in my 20s, but the truth is, I turned 46 last year. At this point, I’ve been working full-time for more than half of my life, and financial independence/retirement is closer now than at the start of my career. If you’re a mid-career...
Aligning Your Investments & Your Goals
Paul Sydlansky, CFP®, guides you through aligning your investments with personal goals. Learn what kinds of accounts you should use for different goals, like emergency funds, your children's futures, retirement, and more. Topics Discussed: Goal 1: Emergency Fund Goal...
How to Choose the Right Financial Advisor for You
Choosing the right financial advisor is critical for navigating complex financial decisions and getting guidance to help meet your goals. In this video, Paul Sydlansky, CFP®, shares the questions you should ask when trying to find a financial professional that’s a...
What If You Got Sick or Injured? 3 Reasons Why You May Need Disability Insurance
Here’s a sobering statistic. According to the Social Security Administration, a 20-year-old has a more than one-in-four chance of becoming disabled before reaching retirement. Surprising, huh? Unfortunately, facing a disability and loss of income is more common than...