Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

As Arthur Godfrey said, "I'm proud to by paying taxes in the United States. The only thing is, I could be just as proud for half the money".

Check out this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
I’m getting a $7,500 tax refund!
Last week, I was chatting with a very nice couple that are nearing retirement.

This couple was telling me they got back $7,500 on their federal return and were quite happy about it.
We Specialize In Three Areas
Retirement
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
Are There Health Benefits of Spending Time in Nature?

Studies on green exercising, the value of greenspaces, or even just viewing trees outside the window on surgery recovery.
The Power of Compounding

Would You Rather Have a Penny Doubled Every Day for a Month or $1 Million Dollars?

Big Cities That Have Attracted Retirees, Mapped


A look at the Census Bureau's recent ACS data shows which big cities are losing its older generation of residents, and where some of them are headed.
The Economics of Cruise Ships


Major cruise lines rake in billions of dollars in a typical year. Pre-covid, The Hustle estimated the average cruise ship made $291 in profit per passenger, per cruise, amounting to $1m+ in profit at max capacity.
Half of American households have no retirement savings

In 2019, about half of American households had no savings in retirement accounts, according to the Survey of Consumer Finances (SCF).

Recipe of the Week

VEGAN SMOTHERED BEAN BURRITOS


Looking to switch up your burrito game? We’ve got your covered with these irresistible smothered burritos that is sure to make your taste buds tingle and your belly happy!
Quote of the Week

"When I let go of what I am, I become what I might be."

- Lao Tzu
134 Rumford Avenue, Suite 203, Newton Massachusetts, 02466 | 617-630-4978
Financial Planning Solutions, LLC ("FPS") is a fee only 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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