Lake Road Advisors

Retiring soon? Getting the first step wrong inevitably means you’ll go through stages three through five. Get step one right, and it’s a two-step process.

The Five Stages of Retirement (and How to Skip Three of Them) Getting the first step wrong inevitably means you’ll go through stages three through five. Get step one right, and it’s a two-step process.

Here comes the sun! Let's dive into the summertime. We wish you all great weather and happy memories.

Get an in-depth look at Lake Road Advisor’s financial planning process in this video with Paul Sydlansky, CFP®. Find out how they tailor personalized plans to meet your unique goals, address your most pressing financial concerns, and ensure your plan evolves with your changing life circumstances.

What Financial Planners Can Do for You | Lake Road Advisors Paul Sydlansky, CFP®, founder of Lake Road Advisors, walks you through their financial planning process from start to finish in this video. Learn how they ta...

Clients often ask us, "What is financial planning?" Learn how our comprehensive financial planning process works in this video from with Paul Sydlansky CFP®.

What Financial Planners Can Do for You | Lake Road Advisors Paul Sydlansky, CFP®, founder of Lake Road Advisors, walks you through their financial planning process from start to finish in this video. Learn how they ta...

Finding the balance in your 30s as life gets more complicated is vital for your financial future. Discover how the right saving and investing strategy can help.

Financial Moves To Make In Your 30's - Build Your Foundation In your 30s, focus on building the financial foundation to help you achieve a secure long-term future.

Heads up! The FAFSA deadline is around the corner. It's time to get those applications in.

Your retirement bucket list is no doubt packed with fun stuff, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.

Retirees’ Anti-Bucket List: 10 Experiences You Don’t Want Your retirement bucket list is no doubt packed with fun stuff, so let’s discuss how to help ensure you don’t get blindsided by things that could be prevented.

Mid-career marks a pivotal financial crossroad. In our latest blog post, Paul Sydlansky, CFP® explores three big questions you should ask to fine-tune your trajectory towards financial independence and a secure retirement.

3 Big Questions Mid-Career Professionals Should Ask Now | Explore three big questions mid-career professionals need to ask to secure their financial future.

The goal of disability insurance, often called disability income insurance, is to cover a loss of income if you experience a sickness or injury and are unable to work. We believe you should consider purchasing enough disability insurance to cover nearly half of your current income, and perhaps more to avoid dipping into your retirement savings to cover college expenses and other costs. With the right amount of coverage, you can continue to live comfortably even if you face a long-term disability rendering you unable to work.

Just imagine if you were suddenly diagnosed with cancer, multiple sclerosis, chronic migraines, severe arthritis, or even debilitating depression. Most likely, you wouldn’t be able to work in your normal capacity. These types of severe health conditions can happen to anyone at any time. That’s why disability insurance is so important.

Many people dream of retiring early. And if it's something you're keen on, your best bet is to plan for it extensively. But before you commit to an early retirement, it pays to run through these questions.

Preparing for early retirement? Here are 3 questions to ask before you do. Early retirement may be doable for you, but there may also be a better option.

Disability insurance can help cover your lost income if you're unable to work due to sickness or injury. Learn the kinds of disability insurance plans that can save you from a financial crash. https://www.lakeroadadvisors.com/disability-insurance

Navigate post-grad finances with '6 Financial Tips for High School and College Grads.' Insights on cash management and investing.

6 Financial Tips for High School and College Grads | Financial Planners | Lake Road Advisors Curious about financial steps post-graduation? Read our article on cash flow, investing early, and wise credit use.

Just graduated? 🎓 Start your financial journey on the right foot with our '6 Financial Tips for High School and College Grads'. From budgeting to investing, we've got you covered.

6 Financial Tips for High School and College Grads | Financial Planners | Lake Road Advisors Curious about financial steps post-graduation? Read our article on cash flow, investing early, and wise credit use.

If you've been delaying Social Security thus far, at some point, you'll need to gear up to file for benefits. And if the following signs apply to you, consider making that move sooner rather than later.

Been putting off Social Security? 3 signs it's time to apply. There comes a point when waiting doesn't make sense.

Entering your 40s means refining your financial strategies. From maximizing your retirement contributions to rebalancing your portfolio, we discuss it all in this blog post.

Financial Moves To Make In Your 40s – Stay The Course In your 40s, there are some tactical moves you can make to stay on track for meeting your goals.

Your UBS statement isn't just numbers; it's a roadmap to your financial future. Learn to read it and understand it so you can make informed decisions about your equity.

A Guide to Understanding Your Corning Equity | Financial Planners | Lake Road Advisors 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.

To the brave souls who served and gave their all, we remember you this Memorial Day.

The FIRE movement can help you figure out how to retire while you're young--and have plenty of money to enjoy the things you love.

The Money Secrets of People Who Retire Early The FIRE movement can help you figure out how to retire while you're young—and have plenty of money to enjoy the things you love.

Our favorite finance books are more than just good reads; they're tools for life. Learn to manage, invest, and plan for a brighter financial future.

5 Helpful Finance Books for Your Next Weekend Read | Looking to level up your financial knowledge this weekend? Check out our top book picks that cover everything from the basics to building wealth.

Your financial well-being starts with understanding your net worth. Join Paul Sydlansky, CFP®, as he shares valuable insights on the fundamentals of balance sheets.

Build Your Balance Sheet & Understand Your Net Worth Your Balance Sheet tells you where you are now. It's simply the difference between your assets and your liabilities, which gives you a net worth.

A salute to our Armed Forces: Thank you for defending our freedoms and securing our future. Happy Armed Forces Day!

What will you do when you retire? Learn 15 tips to find purpose in your golden years, enjoy each day, and remain happily retired for life.

Happily Retired: 15 Tips to Enjoy Life After Retirement What will you do when you retire? Learn 15 tips to find purpose in your golden years, enjoy each day, and remain happily retired for life.

Emergency fund or retirement nest egg? Discover the best account types for each of your savings goals in this video from Paul Sydlansky, CFP®.

https://www.lakeroadadvisors.com/align-investments-and-goals/

Aligning Your Investments & Your Goals | Financial Planners | Lake Road Advisors 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.

Is the corporate grind taking its toll? Discover the alternative path of career downshifting.

Career downshifting could be the alternative you’re seeking. Unlike full retirement, career downshifting allows you to continue earning an income while enjoying a more relaxed pace of work.

Don't let the tax man eat away at your child's college fund! Learn how to benefit from tax-free growth with a 529 account: https://www.lakeroadadvisors.com/secret-to-winning-at-college-savings/

The Secret to Winning the College Savings Game | Financial Planners | Lake Road Advisors Don't let the tax man eat away at your child's college fund! Learn how to benefit from tax-free growth with a 529 account.

Let's celebrate the love and strength of all moms this Mother's Day. You are all incredible!

Many couples find themselves living a D**K lifestyle--dual income, no kids. What are the benefits and drawbacks? Let's find out.

The D**K Lifestyle: What Is It and Why Do People Choose It? Many couples find themselves living a D**K lifestyle - dual income, no kids. What are the benefits and drawbacks? Let's find out.

Should you delay Social Security? What do you need to know about Medicare? These are important questions for seniors. Paul Sydlansky, CFP®, explores the answers to these questions and more in the final article of his five-part series on financial moves to make in each decade of life.

https://www.lakeroadadvisors.com/financial-moves-60-year-olds

Financial Moves To Make In Your 60s and Beyond | Financial Planners | Lake Road Advisors If you’re 60 or older, there are a few specific financial moves you want to focus on, like examining Social Security and Medicare options and revising your will.

The search for the perfect financial advisor can feel overwhelming. Paul Sydlansky, CFP®, breaks it down in a straightforward way. Discover the four key steps in his latest video.

How to Choose the Right Financial Advisor for You | In this video, Paul Sydlansky, CFP®, shares the questions you should ask when trying to find a financial professional that’s a good fit for you.

Facing resistance as a POA for aging parents can be challenging. Know your options if it happens to you.

What If You’re POA, But Aging Parents Resist You Doing The Job? Estate planning includes appointing a power of attorney for finances. But when POA action is needed, some aging parents resist. Know your options if it happens to you.