CFP(R) - Let's Make a Plan - Blog
menu-icon close-icon comment search linkedin-square twitter facebook linkedin
Archive
  • What’s Your 529 College Savings Strategy?

    By JJ Burns, CFP®
    Consider these important questions when determining your 529 college savings plan strategy. Find out how a CFP® professional can help you meet your goals.
  • 3 Practical Strategies to Help Establish an Emergency Fund

    By Scott Ward, CFP® 
    Find out 3 key strategies to help establish an emergency fund from a Certified Financial Planner®. If you would like to learn more, contact a local CFP®.
  • Is It Time to Prepare for a Bear?

    By Senior CFP Board Ambassador Jill Schlesinger, CFP® 
    After years of a bull market, a bear market and economic recession are bound to happen. Avoid any surprises by following these tips from a CFP®.
  • Fiduciary Standard Debate Enters New Phase

    By Senior CFP Board Ambassador Jill Schlesinger, CFP®  
    CFP Board will have a fiduciary standard that always puts a consumers’ interests first. Read more about what you need to know.
  • Financial Literacy Month: Time to Talk Money

    By Marguerita Cheng, CFP® 
    How is your financial literacy? A CERTIFIED FINANCIAL PLANNER™ professional explains why it's important to be open and honest when talking about money.