Tips for reducing financial stress during treatment
Rick Fingerman CFP®, CDFA® provides helpful tips to reduce financial stress during cancer treatment for patients at Dana Farber Cancer Institute
Managing Your Finances During Cancer Treatment
Led by Rick Fingerman CFP®, CDFA®, CCFS™, a certified financial planner practitioner based in Newton who also serves as the liaison to Dana-Farber's pro-bono financial coaching program. Learn the steps to "help" reduce financial stress.
ESG Investing: Is it worth it?
Is ESG investing worth it? Lyman Jackson CFP® discusses the pros and cons to ESG investing and describes what his changed for investors in ESG strategies over the years.
Andrew's CFP® Exam Congrats
A short video outlining Andrew's path to pass the CFP® exam, and what steps are now necessary for him to receive his CFP® marks
Tax Strategies to Implement Today
With tax season in full swing, Rick Fingerman, CFP® takes a few minutes to highlight some strategies that may help you to lower your tax bill this year.
3 tips to avoid a surprise tax bill
Looking to avoid a surprise come tax time? Lyman Jackson, CFP® has 3 quick tips to make sure you get it right before you file.