Your Life. Your Needs. Your Plan.
Greetings!

Hoping this finds you well.

“Downsizing” has become a popular term referring to moving to a smaller, lower-maintenance home and getting rid of a lot of stuff. Over the last few decades, we have become a society of accumulators. We buy lots of stuff. Then, we need a place to store it. 

Thinking of downsizing? Check out this week's blog for some tips.

In good health!

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee only. Fiduciaries
Five things to know before downsizing 
I’ve been working with a few clients this year that are retiring. For them, downsizing often comes up because they....
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Recipe of the Week

VEGAN BLACK BEAN BURGERS
Enjoy the “meaty,” subtly-smoky patties stacked high between a bun with your favorite toppings!
Quote of the Week
"Efforts and courage are not enough without purpose and direction"

-JFK
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