Your Life. Your Needs. Your Plan.
Greetings!

I hope this finds you well.

The definition of retirement is no longer a singular stoppage of fulltime work followed by a life of leisure that is akin to an endless vacation. For today’s retirees, it is a second act.

Check out our blog article below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
4 must-do’s before you retire
Preparing for retirement involves a number of activities, but it also requires some deep thinking about how you want to live in a new stage of your life.
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
How Does Oatmeal Help with Blood Sugars?
The prebiotic fiber in oats helps to explain why oatmeal can improve diabetic control.
Remember the double digit interest rates of the 80's?

The federal funds rate is the interest rate at which depository institutions trade federal funds (balances held at Federal Reserve Banks) with each other overnight.
How to calm your anxiety, from a neuroscientist


What if you could transform your anxiety into something you can actually use during your work day?
What is Ramadan?

Why do Muslim people fast for the holy month? What you need to know.
Who has contributed most to global CO2 emissions?


Who has contributed most to global CO2 since 1750?

Recipe of the Week

VEGAN CHOCOLATE PEANUT BUTTER FUDGE

Get ready to sink your teeth into this amazingly delectable fudge. It has chickpeas in it but no one
will ever know.
Quote of the Week

"It's not what you look at that matters, it's what you see"

- Henry David Thoreau
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