Lakeside Financial Partners

Wishing you a day filled with gratitude this Thanksgiving!

Wishing you and your family a Happy Thanksgiving!

Did you know that engaging your children in conversations about family wealth and finances can have a profound impact on their financial literacy and future success? It's time to break the silence and start these important discussions! Read more to learn why it matters. Follow me for more insights and strategies to achieve financial well-being.

Resist the Taboo: Talk to Your Kids About Family Wealth For most parents, the idea of discussing the family’s money and wealth with their children has long been seen as a taboo subject. In many ways, this

It's time to start preparing for your financial legacy. Whether you're single, married, or a mom, taking control of your financial future is crucial. Make a plan, invest in yourself, and secure your financial freedom. Contact me today and I can help you build the financial future you want.

Roth or Traditional IRA? If you're looking to be strategic with your retirement saving, you'll want to understand the differences between them and benefits of each. This guide will give you a full overview to help you compare, contrast, and make the right choice for your lifestyle now and goals for the future. Read on for a full primer on how IRAs can work for you then connect with a financial professional for individualized guidance.

Retirement savings strategies: Traditional vs. Roth IRAs | Equitable Learn the differences between Traditional and Roth IRAs and how to determine the best fit.

With people in their 50’s and 60’s living longer than ever before, retirement is beginning to look very different. Putting together a plan to work towards achieving financial wellness is important as you approach retirement. Follow me to learn more.

This past weekend members of the Lakeside Financial team attended the 2024 Sunburst Gala to raise awareness and fundraise for individuals with Down syndrome, their families, and the Down Syndrome Association of Northeastern Ohio. Our very own David Barth was presented with an award for his fundraising efforts throughout the year. This event raised over $21,000 from those in attendance! We are proud to partner with such a great organization!

Click below to check out resources to help you understand and navigate today’s market and economic landscape.

2024 Investment Outlook | Lord Abbett We believe that economies and markets will carry the resilience they displayed in 2023 into the New Year. Here’s what that means for investors.

I’m excited to announce I’m now a Credentialed Holistic Financial Coach, issued by Columbia University’s Coaching Center of Excellence. By knowing who and what is most important to my clients at every stage in their lives — as well as the motivations behind their goals and dreams — together, we can design a more purpose-driven financial plan.

Credentialed Holistic Financial Coach was issued by Columbia Coaching Center of Excellence (CCOE) to Timothy Codrick. Columbia Coaching Center of Excellence (CCOE), Teachers College, Columbia University, in partnership with Equitable Advisors, offers a customized Holistic Financial Coaching Program. The program is created especially for the firm’s Financial Professionals and Leaders, resulting in the “Credentia...

Have you considered your healthcare needs for the future? It’s never too early to start thinking about them. Let’s discuss ways to ease any financial burdens if long-term care should be needed down the road.

Life insurance brings peace of mind and financial security to those we love. Take control of your future with these 5 steps. Contact me for guidance in making this important decision. Together, we can secure your family's future.

Discover how including life insurance in your retirement plan can provide financial security and peace of mind. Read the article "Using life insurance in retirement" to learn more about this valuable strategy. Contact me for personalized assistance with your retirement planning needs.

More than a financial security benefit for family: using life insurance in retirement When you hear “life insurance,” you might think of a policy you’d purchase to leave a financial legacy or to protect your family in case you pass away unexpectedly. While those are the main reasons to buy a policy, life insurance can also include “living benefits” that offer flexibility, a...