Your Life. Your Needs. Your Financial Plan. | |
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Hello Rick,
Hope this finds you well!
An inheritance can be the one final gift from your parents or family member that can be life-changing. While losing your parents is never easy, an inheritance can help you fulfill dreams that seemed unattainable only yesterday.
Check out this week's blog below.
Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
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Should I count on an inheritance? | If you are expecting to inherit some money from your parents someday, this blog is for you. | |
We Specialize In Three Areas | | |
Whether in retirement or nearing retirement, our time tested approach will help ensure you are on track
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|  | Recently widowed or divorced, our compassionate approach will give you peace of mind and a sense of empowerment |
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With skyrocketing costs and little time left to save, without a college plan, one's retirement could be in jeopardy
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Fasting, well-balanced diets, alcohol, exercise for busy people, wearables, emotional health, assessing cardiovascular health, and more...
In this “Ask Me Anything” (AMA) episode, Peter tackles a diverse set of listener-submitted questions, covering a wide range of health and performance topics.
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Question of the Week
I read that I should sell an investment that has a capital gain. Why would I do that. Wouldn’t I have to pay capital gains taxes?
Maybe not.....
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I Feel the Loss of Having a Mom Who Is Still Able to Mother Me
Parents…we worship them when we are little, we take them for granted as adolescents, and we ignore them or rebel from them as teens and young adults.
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Selling Success: The Top 5 Secrets Every Homeowner Must Know for 2025
Complimentary Webinar - Wednesday, March 5th.
Join special guests, Ed and John of Dwell 360 as they discuss how to make 2025 your most successful year in real estate. Join us for Selling Success: The Top 5 Secrets Every Homeowner Must Know for 2025.
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Did You Know?
The shortest war in history, the Anglo-Zanzibar war, lasted 38 minutes.
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Unsung Heroes: His wife was dying from cancer. A kind gesture offered some peace - NPR
This story is part of the Unsung Hero series, from the Hidden Brain team. It features stories of people whose kindness left a lasting impression on someone else.
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Egg Prices Are Taking the Fun (and Profit) Out of Brunch
Egg-centric restaurants already operating on thin margins are dealing with an unworkable math problem.
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Recipe of the Week
Mediterranean Vegan Pizza
This primo pizza is all about pops of flavor from lemon zest, olives, basil, crushed red pepper, and a squeeze of lemon juice on top...
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Quote of the Week
"When I was a boy and I would see scary things in the news, my mother would say to me, 'Look for the helpers. You will always find people who are helping.'
- Fred Rogers
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Until next week...
Wishing you good health and happiness. If you have any ideas you would like to see in the newsletter, reply to this email and let us know — We’d love to hear from you!
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134 Rumford Avenue, Suite 203, Newton Massachusetts, 02466 | 617-630-4978 | |
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