Your Life. Your Needs. Your Plan.

Hoping this finds you well.

It's been a long time coming and the only way we’re going to make our way to a post-pandemic world was by developing and distributing a COVID-19 vaccine. Immunizing the majority of the population is key to stopping the spread and protecting our community's most vulnerable members.

Check out this week's blog below to read more.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee-only. Fiduciaries
What Does a COVID-19 Vaccine Mean For the Economy?
Now that a viable vaccine is underway, what should be expected in regards to the economy? Will we skyrocket to pre-pandemic levels shortly? Or will things continue to rise and fall rather unpredictably as they have most of 2020?
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
Coconut Oil & the Boost in HDL “Good” Cholesterol
The effects of coconut oil are compared to butter and tallow. Even if virgin coconut oil and other saturated fats raise LDL “bad” cholesterol, isn’t that countered by the increase in HDL “good” cholesterol?
There Are Two Kinds of Happy People
Some of us strive for a virtuous life. Others strive for a pleasant one. We could all use a better balance.
Michelle Obama's Best Advice For Students

A short inspirational video that can help us all.
Why Do Irish Pubs Work So Well? There's A Formula To It
In the 1970s, Irish architecture student Mel McNally spent his final year in school studying the design of Irish pubs (partly as an excuse to drink with his buddies).
Looking for a Valentine's Day Gift?

Local artisan offering a nice selection. Handmade and reasonably priced

Recipe of the Week

Vegan Red Lentil Curry
This Vegan Red Lentil Curry is a fan favorite and the BEST lentil curry you will ever try! It’s easy and quick, making it a perfect weeknight dinner!
Quote of the Week
"Be not afraid of growing slowly, be afraid only of standing still."

- Chinese Proverb
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