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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.
Prospective Homeowners: To Buy or Not To Buy Your First Home
By Marty Reid, CFP®
Uncertain about buying you first home? Prospective homebuyers should read these top five reasons to make the investment in a home.
Tax Preparation Checklist: Lessons from Your 2017 Tax Return
By Senior CFP Board Ambassador Jill Schlesinger, CFP®
What can you learn from your 2017 tax return? Jill Schlesinger, CFP® shares lessons that will help you prepare for filing your taxes next year.
Wealth Management 101: Financial Plan vs Investment Plan
By CFP Board Ambassador Troy Jones, CFP®
Discover the difference between an investment plan and a financial plan. A dedicated CFP® professional can help you manage these integral pieces of a successful financial future.
Retirement Tips: My IRA Contribution Limits
By CFP Board Ambassador Joseph Kelly, CFP®
Find out how much you can contribute to your IRA. A CFP® professional can provide contribution suggestions and other retirement savings tips.
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