2025 Financial and Tax FAQs
Rick Fingerman CFP®, CDFA® a certified financial planner and liaison to Dana-Farber’s pro bono financial coaching program, touches on 2025 financial and tax FAQs
Legacy Planning: Navigating the Future with Planning, Preparation and Practice Guidance
Rick Fingerman, CFP, joins special guest Elizabeth O’Neil, Esq., an estate planning and probate attorney. O’Neil shares actionable steps to take now to help loved ones more easily settle an estate.
Managing Finances During Cancer Treatment - Part 2
Rick Fingerman CFP®, CDFA®, CCPS™ touches on ways to reduce financial stress during treatment.
Legacy Planning for Cancer Patients
Rick Fingerman CFP®, CDFA®, CCPS™ touches on common patient questions around Legacy Planning
End of Life Planning
Rick Fingerman CFP®, CDFA®, CCPS™ and Liz O'Neil, Esq discuss what steps to take to plan for end of life
Financial and tax year end FAQs
Rick Fingerman CFP®, CDFA®, a certified financial planner and liaison to Dana-Farber’s pro bono financial coaching program, provides ways to help reduce financial stress.