Why Choose a CFP® Pro
Find a CFP® Pro
Sign Up for Our Newsletter
Estate Plans 101: What They Are and Why We Need Them
Charles Sachs, CFP
Do you have an estate plan? Do you even need one? Let me explain why the answer to the first question should be YES and the answer to the second is DEFINITELY YES!
Gifts of Value
Usually thought of as end-of-life gifts, bequests or legacy gifts can nevertheless be part of our giving today. Regardless of when given, they require careful thought and planning in order to make them meaningful. A hastily written check or wire transfer, no matter the commas or zeroes in the amount, won’t work. While the recipient of such a check or transfer may see all sorts of “wings” in those zeroes, where are the “roots”? Where is your voice and wisdom in helping them to use the gift wisely?
Plan for Your Future: Tips for Young Professionals
by Marguerita Cheng, CFP®
The frenetic pace of our digital lives in dizzying! We are constantly on the move! Too many things to do, people to see, places to go. Of course, we all want to be ready for retirement some day, but too often we delay planning for our future. Young professionals, in particular, are so focused on building their careers that they haven’t the time or inclination to think about a time when that career will be behind them. To them, retirement is just a nebulous dream in the distant future. Planning and saving for retirement will just have to wait.
A Potential Bumpy Road for the Roth IRA
Scott Ward, CFP®
For years the pathway to whether to “Roth or not” has been navigated by addressing two basic questions: What was your modified adjusted income? And what were your expectations regarding the future tax circumstances for yourself or your beneficiaries?
Divorce Financial Planning: 8 Tips to Get What You Need in a Divorce
Robert Pagliarini, CFP®
What should you do if you are in the middle of a divorce but feel at the end of your rope? Anyone who has gone through a divorce will tell you it can be one of the most challenging times in their lives and each day is a struggle. As a result, it's only natural to want to expedite a resolution as quickly as possible in order to move on with life and experience peace and happiness again. But what happens when giving up means giving in?
Work with the Highest Standard.
Find a 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>