Your Life. Your Needs. Your Plan.

Hoping this finds you well.

“Downsizing” has become a popular term referring to moving to a smaller, lower-maintenance home and getting rid of a lot of stuff. Over the last few decades, we have become a society of accumulators. We buy lots of stuff. Then, we need a place to store it. 

Thinking of downsizing? Check out this week's blog for some tips.

In good health!

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee only. Fiduciaries
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