Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

401K plans have loan features allow you to borrow up to the lessor of 50% or $50,000.

Check out this week's blog below to read more.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Rates are up. Is it time to borrow from your 401(k)?
While I still think leaving your retirement plan alone and, saving and paying cash is almost always the best option, the current environment has changed longstanding assumptions.
We Specialize In Three Areas
Retirement
Whether in retirement or nearing retirement, our disciplined approach will help ensure you are on track
Women in Transition
Recently widowed or divorced, our compassionate approach will give you peace of mind and a sense of empowerment
Paying for College
With skyrocketing costs and little time left to save, without a college plan, one's retirement could be in jeopardy
Brain-Healthy Foods to Fight Aging

What is the best source of lutein, the primary carotenoid antioxidant in the brain?
Find Your Way Through the Biggest, Baddest Corn Mazes in the U.S.


Corn mazes are a sign that cider, pumpkins, and leaf peeping are about to take over the season
Massachusetts taxpayers to get 13% refund of 2021 state taxes in November

More than three million Massachusetts taxpayers will be getting some money back from the state starting in November
Cubs Release Incredible Drone Fly Through Video of Wrigley


Not sure how they did this but it is pretty cool to watch
Have you bought an I Bond this year?

At a 9.62% annualized yield, not much comes close that is backed by the US government.

The rate adjusts in November so if you want to learn more, please reach out to us.

Recipe of the Week

Best Veggie Burger

Creamy, tangy, and with a caramelized sweetness from roasted butternut squash, this stuffed shells recipe is one you’re sure to love.
Quote of the Week

"You can't have everything. Where
would you put it?."

- Steven Wright



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