Your Life. Your Needs. Your Plan.

Hoping this finds you well.

How do you get to Carnegie Hall? Practice man, practice.

That line is pretty old (but true). For this week's blog, I've changed it to ...

How do you get to retirement? Planning man, planning.

Check out this week's blog , 6 Steps to a successful retirement.

In good health!

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee only. Fiduciaries
6 Steps to a Successful Retirement
Achieving your financial goals doesn’t just happen by itself. It takes a plan, implementing the plan, adhering to the plan, and when necessary, adjusting the plan.
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
Why Is Nutrition So Commercialized?
Why is the field of nutrition often more about marketing products than educating people about the fundamentals of healthy eating?
TD Schwab Merger. What does it mean for you?
Charles Schwab gives a little history

This merger was recently completed however, it could be quite some time until changes are implemented. Could be 18 to 36 months
Social Security Webinar

Special guest speaker, Kurt Czarnowski brings 35 years of experience working for the Social Security Administration

Join us for a discussion on Thursday November 12th at 7 pm EST

On This Day in History
On October 16, 1923, the Walt Disney Company is Founded

What began with a handful of animators producing short children’s cartoons is today one of the most iconic companies in the world.
Breakthrough: The Trauma Tracer

Today as a neurobiologist, Marlin researches how trauma can be passed down from generation to generation.
Recipe of the Week

Cuban Black Beans
These Cuban-style black beans are hearty, satisfying and easy to prepare. A perfect way to get your daily serving of beans.
Quote of the Week
"Strength doesn't come from what you can do. It comes from overcoming the things you once thought you couldn't"

- Rikki Rogers
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