Your Life. Your Needs. Your Plan.

Hoping this finds you well.

I was reviewing some old documents from a recently divorced woman that reached out to me.

What I found was a potential mess.

Check out this week's blog below to learn how to protect your loved one's.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee-only. Fiduciaries
Does whom you name as beneficiary really matter?
It was a beautiful house in Truro right on the beach that had been in their family for two generations. Then.....
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
Preventing Inflammatory Bowel Disease with Diet
Eating a diet filled with animal products can disrupt your microbiome faster than taking an antibiotic.
Amazing Photos of the Northern Lights
What do you get when you combine the aurora borealis and an erupting volcano? If you ask Christopher Mathews, he'll tell you that it's a once-in-a-lifetime photo.
Meet ASKA: The Street-Legal Flying Car That Reinvents Urban Living

Designed for door-to-door transportation, ASKA comes with a hefty price tag.
Sleeping Too Little in Middle Age May Increase Dementia Risk, Study Finds
The research, tracking thousands of people from age 50 on, suggests those who sleep six hours or less a night are more likely to develop dementia in their late 70s.
Take the Financial Literacy Quiz

See how many of these 6 questions you can get right.

Recipe of the Week

A Delicious Inca Quinoa Salad 

Quinoa is not only jam-packed with health benefits, but also has a rich history as a life-giving seed — believed by the Incas to be delivered from the heavens by a sacred bird.
Quote of the Week
"The secret of getting ahead is getting started."

- Mark Twain
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