Want to keep yourself up to date with the latest news from Financial Planning Solutions, LLC?
Subscribe using the "Follow" button below and we provide you with customized updates, via topic or tag, that get delivered to your email address, your smartphone or on your dedicated news page on follow.it.
You can unsubscribe at any time painlessly.
Title of Financial Planning Solutions, LLC: "CERTIFIED FINANCIAL PLANNER™ Newton, MA — Financial Planning Solutions, LLC"
Is this your feed? Claim it!
Empty Nesters: When the kids come home to roost
A Total and Permanent Disability Discharge is often under considered, but offers a pathway to financial relief and piece of mind.
This year, you may want to consider whether to make your charitable gifts before the end of 2025, or wait until 2026. This is due to the July passage of OBBA, the “One Big Beautiful Bill Act”
“I don’t know where to begin.” Anna: "Rick, I sit down to sort things out and I freeze. I’m terrified of making the wrong decision. I get unsolicited advice from family members and friends on what I should be doing. My brother-in-law tells me I should sell the house."
2025 has been quite an impressive year for stocks. The unmanaged S&P 500 index is up over 15% year-to-date1 and closing in on what will likely be a third calendar year of strong double-digit returns.
