Your Life. Your Needs. Your Plan.

Hoping this finds you well.

Whether you’re just easing out of the workforce or you’ve been in retirement for a few years now, making the right financial moves is critical. 

Wondering how to steer clear of tax issues in retirement? Learn 5 tax tips in this week's blog below.

In good health!

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
Independent. Fee only. Fiduciaries
5 Tax Tips for Retirees 
In many cases, there are ways to avoid owing more taxes - but usually, this requires proactive action beyond just tax season. 
We Specialize In Three Areas
Whether in retirement or nearing retirement, our disciplined 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
Do Natural and DIY Tea Tree Oil Cleaning Products Disinfect as Well as Bleach?
What’s the best household cleaning product to use?
COVID - 19 Test Site Locator
Need to get tested? This link will show you the closest location to you.
How To Safely Exercise During The Pandemic

You've probably seen folks getting a bit of exercise with masks on, with masks slipped down around their neck — and with no masks at all. What do the experts suggest?
The Water Cooler  
Join us on Wednesday July 15th at noon for our web based Water Cooler. This week, we will have a brief update on the Investment world as well as a nuts and bolts discussion on Roth IRA's and time for Q & A. We look forward to seeing you at the Water Cooler.
Register HERE
The hidden ways stairs shape your life 
Stairs don't just get you from point A to point B. Architect David Rockwell explains how they shape your movement -- and your feelings.
Recipe of the Week

Citrus Roasted Tofu
Tofu fans will love the sprightly citrusy flavors that permeate this elegant presentation, and it just might make converts from those who are new to tofu dishes.
Quote of the Week
"I believe every human has a finite number of heartbeats. I don't intend to waste any of mine."

-Neil Armstrong
120 Wells Avenue, Newton, Massachusetts, 02459 | 617-630-4978 | 8 00-224-0132
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 and internationally. 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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