Your Life. Your Needs. Your Plan. |
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Greetings!
I hope this finds you well.
We've all read or heard the stories: someone passes away without a will, and potential heirs engage in a drawn-out legal battle that can take years to resolve. The emotional toll is immeasurable, with relationships suffering irreparable harm that can last for generations.
Read more in this week's blog below.
Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
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Estate planning isn't only for the wealthy |
We recognize that estate planning is a personal process and can be overwhelming, especially with a large, blended, or separated family. Our objective is to initiate a dialogue, assist you in developing a plan, or motivate you to revise an existing one if needed. |
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We Specialize In Three Areas |
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Whether in retirement or nearing retirement, our disciplined approach will help ensure you are on track |
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Recently widowed or divorced, our compassionate approach will give you peace of mind and a sense of empowerment |
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With skyrocketing costs and little time left to save, without a college plan, one's retirement could be in jeopardy |
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A Testimonial from Dr. Ornish’s Alzheimer’s Progression Reversal Study |
What does improving the cognition and function of Alzheimer’s patients with lifestyle medicine actually translate to in terms of human impact? |
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The Income Needed to Live Comfortably in Every U.S. State
Not surprising. Massachusetts ranks first
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11 Facts That Could Save Your Life
From kangaroos to the smell of fish, to spontaneous combustion, check these out.
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Headache and Migraine Relief from Foods
Common triggers for migraines include stress, smoking, hunger, sleep issues, certain foods (like chocolate, cheese, and alcohol), your menstrual cycle, or certain weather patterns (like high humidity).
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Does Medicare Part D still have a donut hole? What you need to know
Officially, Medicare drug plans no longer have a donut hole—the gap between covered drugs and catastrophic coverage. This hole was gradually closed thanks to provisions in the Affordable Care Act, and disappeared completely in 2020.
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Recipe of the Week
Barbecue Sweet Potato Chickpea Burgers
Barbecue Sweet Potato Chickpea Burgers are flavorful, healthy, and so easy to make! Great on a bun or eaten alone with avocado slices. Oil-free, gluten-free, and plant based
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"You cannot swim for new horizons until you have the courage to lose sight of the shore."
- William Faulkner
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134 Rumford Avenue, Suite 203, Newton, Massachusetts, 02466 | 617-630-4978 |
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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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