Why Choose a CFP® Pro
Find a CFP® Pro
Sign Up for Our Newsletter
Dealing with Awkward Money Moments
Sarah Halpin, CFP®
Being smart with your money includes not getting caught off-guard with unwanted money conversation topics or requests. Be proactive and make a plan ahead of time for how you’ll respond. Your wallet – and pride – will thank you.
The Battle of the Funds
Eleanor Blayney, CFP®
It’s the annual performance play-off between index funds and actively-managed funds. One more quarter to go to determine this year’s winner. There may be an upset this year, after a long string of index fund wins. As a result of market volatility and the ability of managed funds to mount an active defense, they are predicted to come out ahead.
Uncertainty is Inevitable
By Steven Podnos, MD, CFP®
Most planning aims to have enough money accumulated at retirement to support a desired lifestyle for an expected lifetime. But we don't know anything about the future.
Tripwires and Target-Date Retirement Funds
Scott Ward, CFP®
Do you have any tripwires for your workplace retirement account? What’s your quality-check process for determining whether or not your current investment allocation is a good fit for your own financial needs? What real-life circumstance would cause you to stop and say, “That’s a deal-breaker for me!”?
Considering Making a Major Gift? Here Are Some Questions to Ask
Joel T. Redmond, CFP
There is a form of charity commonly practiced – the sharing of a substantial portion of one’s wealth with organizations expressly designed to use that wealth to benefit others. But what can potential donors do to ensure that their largesse achieves what they intend it to – for the community at large as well as their own families? Here are some important questions that you should ask with respect to making a major gift.
Let's Make A Plan.
Find Your CFP® Professional.
Back to Top
Contact CFP Board
Certified Financial Planner Board of Standards, Inc. All Rights Reserved.
<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=612639352208305&ev=PageView&noscript=1" />
Find A CFP® Pro - Search Form
Please enter a zip code.
Newsletter Sign Up Form
Please enter a valid email.
Thank you for signing up!
Please enter a search term.
<iframe src="https://3090888.fls.doubleclick.net/activityi;src=3090888;type=cfpee410;cat=lpg_c00;dc_lat=;dc_rdid=;tag_for_child_directed_treatment=;ord=1;num=1?" width="1" height="1" frameborder="0" style="display:none"></iframe>
<iframe src="http://3090888.fls.doubleclick.net/activityi;src=3090888;type=cfpee410;cat=mcbos042;ord=1;num=1?" width="1" height="1" frameborder="0" style="display:none"></iframe>