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Your Life. Your Needs. Your Financial Plan.

Hello Rick,


Hope this finds you well!



If you’re feeling uneasy about the future of Social Security, you’re in good company. In fact, about 72% of adults worry that Social Security might run out in their lifetime.* 


Check out this week's blog below.



Rick Fingerman, CFP® and Lyman H. Jackson, CFP®

Independent. Fee-only. Fiduciary

Is Social Security Really Going Away?

It’s no surprise these worries are popping up. Headlines like “Social Security Trust Funds Projected to Be Depleted in 2035” can make anyone anxious.

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We Specialize In Three Areas

Retirement Planning

Whether in retirement or nearing retirement, our time tested approach will help ensure you are on track



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Women in Transition

Recently widowed or divorced, our compassionate approach will give you peace of mind and a sense of empowerment

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Paying for College

With skyrocketing costs and little time left to save, without a college plan, one's retirement could be in jeopardy



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The brain-changing benefits of exercise


What's the most transformative thing that you can do for your brain today? Exercise! says neuroscientist Wendy Suzuki. Get inspired to go to the gym...

Jane Goodall leadership lessons with primates -ReThinking with Adam Grant



In this conversation, Jane Goodall and Adam take that idea literally, exploring what Jane's expertise on chimp behavior can teach us about how humans relate and organize. 

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Complimentary Reverse Mortgage Webinar

A half dozen uses for reverse mortgages


Join Steve Pepe as he reviews the basic features of the FHA-insured Home Equity Conversion Mortgage (HECM) and demonstrates six scenarios where monetizing home equity through a HECM can be an effective solution for homeowners aged 62+.

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Ultra processed junk food put to the test...



It’s no surprise processed foods are wreaking havoc with our health. Is there a solution? Yes.

Inclusive Workspaces Benefit Everyone


The rising average and median age of Americans requires our institutions, employers and communities to consider and include older adults in workforce development programs. As of 2022...

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Recipe of the Week


Classic Lentil Soup


This lentil soup is packed with savory flavor and guaranteed to warm you up!

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Quote of the Week


"Continuous improvement is better than delayed perfection."


Mark Twain

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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. 
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