Your Life. Your Needs. Your Plan.
Greetings!

Hope this finds you well.

Have you just completed your taxes and discovered that you owe way more than you expected? Don't panic. There are several ways to bring that hefty tax bill down.

Check out this week's blog below.

Rick Fingerman, CFP® and Lyman H. Jackson, CFP®
5 Steps for Handling Your Tax Bill
If you have money in the bank and don't want to give it to the IRS, upping your retirement savings could be a solution. Don't forget that you can still open and contribute to an IRA account up until your filing deadline.
We Specialize In Three Areas
Retirement
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
The Pros and Cons of Testing PSA Levels for Prostate Cancer
Given the clear harms and the small and uncertain benefits, most men would presumably decide to decline PSA testing if they knew all the facts, but that’s up to each man to decide.
Financial fitness quiz


How financially fit are you?

These 11 questions may give you an idea if you are on the right path.
A big tax refund can be a lifesaver, but is it better to withhold less and pay more later?

Every tax season, millions of Americans eagerly await their refund check. It's often called the “biggest payday of the year.”
But should it be? 
What's normal anxiety -- and what's an anxiety disorder?


Everyone gets anxious at times, but how can you tell when worrying and fear crosses the line and needs attention? 
Senior Discounts and Savings


Your Guide to Finding the Best Deals and Senior Discounts in 2024

Recipe of the Week

VEGAN CHILI-GHETTI


Hearty Chili and comforting spaghetti coming together in the most delightful way, what’s not to love? 
Quote of the Week

“The secret of change is to focus all of your energy, not on fighting the old, but on building the new”

— Socrates
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. 
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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