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Your Life. Your Needs. Your Plan.
Greetings!

I hope this finds you well.

A few years ago, the Tax Cuts and Jobs Act of 2017 cut income taxes for most Americans. Few remember that these lower rates were temporary and are scheduled to spring back to their old, higher rates on January 1, 2026. That’s a little over two years from now.

Read more in this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
What to do about higher tax rates coming in 2026
For those in the highest tax bracket, that means their marginal rate will rise from 37% to 39.6% with taxpayers in other brackets also seeing a bump up.
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
Book Trailer for How Not to Age

You can pre order Dr. Greger's latest book which is due out in December


Please join us on Thursday, September 21st! 4 pm to 7 pm

Come celebrate out 10th anniversary with us!

Feel free to bring a guest and your appetite!
The Tuition Trap


HOW COLLEGE TUITION GOT OUT OF CONTROL
These Sporty Canines Took Top Honors in an Annual Dog Surfing Competition


The 18th annual Surf Dog Surf-A-Thon took place at Del Mar Dog Beach
What Electricity Sources Power the World?

Coal led the way in 2022 followed by natural gas and then hydroelectric

Recipe of the Week

BBQ CHICKPEA PASTA



This wholesome, flavor-packed pasta dish really delivers a burst of barbecue deliciousness with cozy pasta goodness.
Quote of the Week

"What you get by achieving your goals is not as important as what you become by achieving your goals"

- Zig Ziglar
134 Rumford Avenue, Suite 203, Newton, Massachusetts, 02466 | 617-630-4978
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