Your Life. Your Needs. Your Plan.
Greetings!

I hope this finds you well.

Even with well-designed estate plans, it can take about two years to settle a person’s estate. I’ve seen this a lot both with clients and with family members’ estates that I’ve been involved with.

Read more in this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Empty Nesting: When a loved one dies – 4 common myths
Once the kids have finished college and (mostly) have their first career jobs, suddenly you and your partner may have more time to do things you’ve been wanting to do for years. It’s that dreamed of moment in your life when you are free of most childrearing responsibilities
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
Is Aging a Disease?
Aging is arguably one of the most important unsolved problems of humanity, yet less than 0.1 percent of the federal research budget is spent on understanding the aging process.
12 Easy Yoga Poses You Can Do in Your Bed


Whether you need to wind down at night or rev up for the day, try doing these easy yoga stretches right in your own bed.
Total solar eclipse April 2024: 10 of the biggest cities within in the path of totality


On April 8, 2024, over 31 million people in North America will witness a total solar eclipse, around a third of them in just 10 cities.
How to Feel a Little Better in 2024


It’s time to let go of impossible-to-achieve health goals and just…do less.
The curious case of the disappearing Hydrox cookies

“Almost 30, 40 years I’ve been on the trail for Hydrox,” she says. “And it’s a dirty path, I tell you.”

Recipe of the Week

Vegan Chocolate Peanut Butter Fudge

Vegan Chocolate Peanut Butter Fudge! Get ready to sink your teeth into this amazingly delectable fudge.

Quote of the Week

“I’d like to live like a poor man – only with lots of money.”

- Pablo Picasso
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