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Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

About a year ago, I got that call I never want to receive. Amelia was diagnosed with a terminal illness and the prognosis wasn’t good.

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

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Before Someone Passes Away
Like many financial plans I create, unusual things can be uncovered. In Amelia and Henry’s case, they did have a few investments that needed some attention and extra planning around.
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
The Okinawa Diet: Living to 100

What would happen if you centered your diet around vegetables, the most nutrient-dense food group?
Are Solar Panels Worth It?

Millions of homes are equipped with rooftop solar, with most units paying for themselves in their first seven to 12 years and then generating further savings. So, how much money can you save by switching to solar?
7 Everyday Activities That Teach Kids About Money


Research shows many financial habits are set by age seven



Salvador Dalí was one of the most popular artists of his time. While he enjoyed the spotlight, he wasn’t so careful about protecting his work and paved the way for forgers to rip off his art.
ChatGPT: US lawyer admits using AI for case research


Do we need AI to fact check AI?

Recipe of the Week

Sweet Potato Spiced Chili


This spicy chili is super hearty, comforting, filling and makes for the perfect weeknight meal.
Quote of the Week

""Success is a journey, not a destination. The doing is often more important than the outcome."

- Arthur Ashe


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