Your Life. Your Needs. Your Plan.

I hope this finds you well.

There is no shortage of mistakes one could make in this complex financial world but here are my top five financial mistakes people can make.

Read more in this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Top 5 financial mistakes
Over the holiday break, I had a financial meeting with each of my young adult children. They are just starting to learn about money and I want them to understand one of the simplest, yet often the most difficult, financial rules to a happy life.....
We Specialize In Three Areas
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
Parabiosis Experiments Prove Bloodborne Aging Factors
Macabre experiments surgically attaching old animals to young ones show there is something in the blood that causes aging.
Singing or Playing Music Throughout Life is Linked with Better Brain Health While You Age

Well, scientists working on PROTECT, an online study open to people aged 40 and over, reviewed data from more than a thousand adults to see the effect of playing a musical instrument or singing on brain health
How Egypt Invented the Alphabet

The first alphabet was invented in ancient Egypt, more than 5,000 years ago, and was developed to record religious texts. That’s where its name “hieroglyphs,” or “sacred carvings,” comes from.
How To Understand All Of The Taxes In Your Stock Portfolio

When you sell a stock at a gain, that is known as a capital gain. This can occur intentionally on your part, by going in and selling a particular security.
Looking for something tasty at Trader Joe's?

Here is a list of customer favorites from Trader Joe's 15th annual Customer Choice Award

Recipe of the Week


Italian Endive Bean Soup! Indulge in a bowl of Italian Endive Bean Soup and let the flavors whisk you away to the charming streets of Sicily!
Quote of the Week

"Life is a magical thing."

- Laurel Clark, astronaut and medical doctor aboard the Space Shuttle Columbia

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