Your Life. Your Needs. Your Financial Plan.

Hello Rick,

Hope this finds you well!

Investing successfully is a marathon. It is a long-term project requiring commitment through changing market conditions. It can require counter-intuitive decisions that can require courage

Check out this week's blog below.

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

Independent. Fee-only. Fiduciary

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Asset allocation or stock picking: What’s the best strategy?

In my view, investing has never been about picking the best performing stock just before it rockets higher.

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

Learn More

How Generosity May Help You Be Happier and Live Longer

Donating time and money isn’t just good for the world, it may be good for our health.

Question of the Week

What is an Umbrella Policy, and Why Do I Need One?

Fifteen Biggest Financial Aid and FAFSA Mistakes

“College is one of the most expensive purchases a family will make in their lifetimes,” according to Jeff Levy, an Educational Planner with 16 years of experience as an educational consultant.

A half dozen uses for reverse mortgages.

Complimentary Webinar - Wednesday, Feb 5th.

Join special guest, 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+.

Honey does not spoil.

How to get motivated even when you don’t feel like it

Motivation is complicated. Psychologists define motivation as the desire or impetus to initiate and maintain a particular behavior.

The Real Reason You Argue About Money in Relationships

Discovering that your partner doesn’t fully align with your values or expectations can be a deeply unsettling experience. When it comes to money, these differences can be particularly pronounced.

Recipe of the Week

Fresh Guacamole

Use it as a dip with fresh veggies or eat with our Easy Veggie Tacos.

Recipe

Quote of the Week

"Intelligence is the abilty to adapt to change."

-Stephen Hawking

Until next week...

Wishing you good health and happiness. If you have any ideas you would like to see in the newsletter, reply to this email and let us know — We’d love to hear from you!

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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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