Your Life. Your Needs. Your Plan.
Greetings!

Hoping this finds you well.

As retirement nears, those paychecks you were receiving all those years will soon be ending. You will need a strategy to replace that income to meet your expenses. Daily living expenses as well as money for things like travel, healthcare, and new cars, etc.

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

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee-only. Fiduciaries
Nearing retirement? Which bucket to take from first?
So, where do you pull money from if needed? Once you turn 59 ½, money can come out of retirement accounts with no penalty however, ordinary income taxes would be due. Therefore......
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 Much Do Doctors Actually Know About Nutrition?

See if you know more about basic nutrition than most doctors.
How To Make Solar Power Work For Everyone
For Ira and many others, solar panels turn homes into their own power generators. During some times of the day, the panels produce enough excess power that it’s fed back to the grid. 
What are the most important moral problems of our time?


Of all the problems facing humanity, which should we focus on solving first? 
Find out if your doc takes drug company money
It could be a conflict of interest if your doc is prescribing a drug from a drug company that has paid them.
Robertson, Phillips, and the History of the Screwdriver

Most everyone owns at least one screwdriver. But Canadians likely own a screwdriver that few outside Canada would recognize
Recipe of the Week

Vegan Chickpea Tuna Melt {15 Minute Recipe}


It is a perfect quick and easy lunch idea with only 8 ingredients. 
Quote of the Week
"Our greatest glory is not in never falling, but in rising every time we fall."

- Confucius
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