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

It's a good problem to have: Let's say you saved too much for college for your child in a 529 plan.

Check out this month's blog to learn more about your options to utilize excess funding in a tax advantaged way.

Rick, Lyman and Andrew
👩‍🎓Options with excess funds in a 529 plan
Can you transfer assets to the next generation in a 529 plan? What are your options with excess savings?
Choosing a college
Is you child in between schools? Use this guidance to help them make the right college decision by May 1st.
Student Corner
How to read a financial aid award letter
Schools don't make it easy to understand the cost to attend. See here for an example to decipher the free money (grants and scholarships) from what will need to be paid back later.
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 today™
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 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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