Protecting yourself from financial disaster if you're unable to manage your affairs
Rick Fingerman CFP®, CDFA®, CCPS™ discusses tips to protect yourself from financial disaster if you are unable to manage your affairs.
Wicked Pissah Podcast - Rick Fingerman, Financial Planning Solutions
Tune in to hear about how Rick became involved with the DFCI coaching program and why he gives so much of his time back through volunteering. He also talks about what it is like working with patients and the many resources that are available to volunteers in their coaching efforts.
The Street: Women, Divorce and Retirement: Financial Planning with Rick Fingerman
Rick Fingerman, CFP®, CDFA® discusses divorce planning in retirement as part of a video series by Bob Powell of TheStreet.
The Street: Retirement Daily Roundtable - Women, Divorce & Retirement
Rick Fingerman, CFP®, CDFA® discusses what financial steps to take once your divorce is final as part of a panel webinar hosted by Bob Powell of TheStreet.
The Street: Women, Divorce and Retirement - QDRO with Rick Fingerman, CFP®
Rick Fingerman, CFP®, CDFA® takes a look at how QDROs play a role in divorce planning as part of a video series by Bob Powell of TheStreet.
Year end planning
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.