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Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

If you are turning age 73 in 2024 and you have a IRA or 401(k) with pre-tax money, you’ll need to start taking Required Minimum Distributions (RMDs) from your account.

Check out this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Avoiding the 2026 tax surprise: The low tax rate party is almost over
Since the signing of the SECURE Act on December 30, 2019, non-spouse beneficiaries of IRAs must empty the IRA account by the 10th anniversary of the IRA owner’s death
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
Herbalife Supplements and Liver Toxicity
Herbalife supplements are considered to be a well-established cause of serious liver injury.
Mixed emotions –

Neuroscience is exploring how your brain lets you experience two opposite feelings at once
Complimentary Webinar:
Planning for Medicare - Countdown to 65


Please join Medicare expert and Senior Plan Consultant at Blue Cross Blue Shield of Massachusetts, Susan Flanagan for this lively discussion about Medicare.
The History of Wall Street: From Colonial Wall to Global Finance


A concise explanation
Fall Poems


Poems to read as the leaves change and the weather gets colder.
Recipe of the Week

Szechuan Cabbage Chickpea Skillet


Szechuan Cabbage Chickpea Skillet! This easy-to-make, one-pan wonder is not only a feast for the senses but, a great way to spice up your life and tickle your taste buds.
Quote of the Week

"I think a hero is an ordinary individual who finds the strength to persevere and endure in spite of overwhelming obstacles."

- Christopher Reeve
134 Rumford Avenue, Suite 203, Newton Massachusetts, 02466 | 617-630-4978
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. 
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