Helping parents of college bound students navigate the
college process
‌
Greetings!

Most people have heard about the impact of the recently passed SECURE Act on retirement planning, but have you heard of the changes that this law will have on 529 college savings plans?


Rick, Lyman and Andrew
New options for your 529 plan in 2020
Changes to the law have opened up additional strategies that families should consider.

Utilizing education tax credits

The American Opportunity tax credit and the Lifetime Learning credit can help to save on the cost of college for those families that are eligible.


Student Corner
Moving out after graduating college?

What do you need to know before becoming a first time renter?
Got a question?
Do you have something on your mind as you go through the college process?

Don't be afraid to reach out!

Just click the link below to submit your question to us.

Feel free to pass this on to someone you know who may be interested. 

Rick Fingerman, CFP® , Lyman Jackson, CFP® and Andrew Holmes

Financial Planning Solutions, LLC
Creating your ideal tomorrow while living well today™
120 Wells Avenue, Newton MA 02459 


 617-630-4978 | 800-224-0132 
Financial Planning Solutions, LLC ("FPS") is a Registered Investment Advisor ("RIA") located in the Commonwealth of Massachusetts. FPS provides asset management and related services for clients nationally. FPS will notice file and maintain all applicable licenses as required by the various states in which FPS conducts business, as applicable. FPS renders individualized responses to persons in a particular state only after complying with all regulatory requirements, or pursuant to an applicable state exemption or exclusion. 
The opinions and comments of this newsletter are those of Financial Planning Solutions, LLC and are not intended as specific advice or recommendations. To understand what investments are right for you and your situation, it is recommended that you sit down with a Certified Financial Planner™ Practitioner that understands your financial situation, goals and desires. This information is being provided as a courtesy. When accessing the website links, you are leaving this site and assume total responsibility and risk for the sites you are visiting. We also make no representation of the completeness or accuracy of websites.

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