Hello Rick,
Hope this finds you well and wishing you a Happy and Healthy 2025!
A new year is a traditional time to take stock of every facet of your life and to make New Year’s resolutions related to health, family, personal goals and more. It is also a good time to review your overall financial situation.
Check out this week's blog below.
Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
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