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Your Life. Your Needs. Your Financial Plan.
Greetings!

Hope this finds you well.

A central decision to retiring is deciding what to do with your employer provided retirement plan. For most people that is a 401(k) plan but other plans such as 403(b) and other tax-sheltered plans are similar.

Check out this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Should I rollover my 401(k) when I retire?
Currently, workers age 73 or older must start taking Required Minimum Distributions from their pre-tax retirement plan (e.g., 401(k)s, IRAs, etc.). However, if you are still working and not a 5% owner of the company......
We Specialize In Three Areas
Retirement
Whether in retirement or nearing retirement, our time tested 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
Banana vs. Mango Smoothies for Polyphenol Absorption
How can you mediate the phytonutrient-destroying enzyme in avocados, bananas, and mushrooms?.
Five December 31 Tax Deadlines for Retirees


The end of the year will be here before you know it, so it might be a good idea to start thinking soon about what you need to do for taxes before it arrives.
Complimentary Webinar - 9 Things you can do now... a Probate attorney's tips to help avoid triggering probate


Attorney Liz O'Neil, will share some real-life stories with you regarding what happens after someone dies and what you can do now to avoid some simple pitfalls that can trigger or prolong the probate process. 
The secret habits that control your life


Bad habits can be challenging to change due to friction — that is, the time and effort it takes to overcome them.

Charting an effective late-life financial course requires clear thinking about lifespan, and improving your longevity literacy doesn’t have to feel morbid.
Recipe of the Week

Tuscan White Bean Kale Soup


This hearty and flavorful dish brings together an array of wholesome ingredients to create a satisfying and nourishing experience.
Quote of the Week

"It is healthy to be reminded that the strongest might weaken and the wisest might err."

- Mahatma Gandhi
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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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