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

529 college savings plans added an extra layer of important flexibility when SECURE Act 2.0 was signed into law last month.

Check out this month's blog for more.

Rick, Lyman and Andrew
👀Why a 529 college savings plan looks even more attractive now

529 plans added a crucial benefit this past month in assisting with retirement savings if unused for college savings.

College Admission tips - In playlist fashion?
Read up (or listen) for tips to stay on target each month this year for your high school junior.


Student Corner
Ideas for finding local scholarships
As a high school senior, it's not just colleges that offer scholarships. There's also money on the table in your own backyard.

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™, Rick Fingerman, CFP® and Lyman Jackson, CFP®

Financial Planning Solutions, LLC
Creating your ideal tomorrow while living well todayâ„¢
134 Rumford Ave. Suite 203, Newton MA 02466


 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 Plannerâ„¢ 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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