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college process
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Greetings!

The revised FAFSA will be released this December. Along with this come numerous changes, particularly to multiple child households, divorced households, and for the treatment of grandparent 529 accounts.

Check out this month's blog for more.

Rick, Lyman and Andrew
đź“ť3 big adjustments to this year's FAFSA
A shortened form and expanded Pell Grant eligibility aren't the only adjustments to the revamped FAFSA.
Roll over funds from a 529 to a Roth IRA
Under the SECURE 2.0 Act, starting in 2024, you'll be able to roll over a 529 plan to a Roth IRA if you meet certain criteria.

Student Corner
Landing an internship
See here for some tips and tricks to gain helpful job experience and hopefully earn a few bucks at the same time
Have college questions on your mind?

Don't be afraid to reach out!

Click the link below to submit your question to us.
Feel free to pass this on to someone you know who may be interested. 

Andrew Holmes, CFP® ,CCPS™, CSLP®, Rick Fingerman, CFP® and Lyman Jackson, CFP®

Financial Planning Solutions, LLC
Creating your ideal tomorrow while living well today™
134 Rumford Ave. Suite 203, Newton MA 02466
 617-630-4978 | 800-224-0132 
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