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CFP - Certified Financial Planner - Newsletter
 
WHY CHOOSE 
A CFP® PRO
FIND A CFP® PRO LEARNING 
CENTER
FINANCIAL PLANNING RESOURCES
 
LET’S MAKE A PLAN APRIL 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Easing the Mid-Life Squeeze

At a time when household income is generally rising as individuals enter their prime professional years, the demands on that income can often make 40 or 50 year-olds feel more strapped and stressed than when they were just starting out. It’s no wonder then that mid-lifers sometimes resort to the antics of their youth. So what can be done to ease middle-aged financial squeeze?  Read More

 
 
   
 

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

5 Questions to Ask a Potential Advisor

Preparing to meet with a financial advisor to see if she is a good fit? Consider asking these questions suggested by CFP Board Ambassador Sarah Halpin, CFP®…  Watch Video 

   
 
 

Financial Planning for Your Retirement

 
   
 
 

Making Your Non-401(k) Retirement Plan

Not everyone is fortunate to have a 401(k) plan at work. CFP Board Ambassadors and CFP® professionals JJ Burns, Joseph Kelly, Don Grant and Cary Carbonaro discuss other options to prepare for retirement…  Read More

 
   
 

Thinking of Downsizing Your Home? The Costs May Surprise You

Downsizing is one strategy that near-retirees who find themselves short on retirement savings might consider. But fixing up a house to sell often means spending thousands of dollars in repairs and upgrades, says Paul Miller, CFP®…  Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Launching a Small Business: 10 Steps to Plan for Success

Lack of preparation can set a new small business up for failure. So what financial considerations should be explored ahead of time? CFP® professionals – themselves business owners – discuss… 
Read More

   
 

Talking Finances with Your Family

Family financial meetings aren’t just for the holidays. Anthony D. Criscuolo, CFP® explains why you and your loved ones shouldn’t shy away from having money discussions when needed…  Read More

 
   
 

Investing Lessons from America’s Favorite Pastime

Many of the fundamentals that are key to baseball can help you develop a solid portfolio. CFP® professionals offer useful takeaways to keep your finances from striking out…  Read More

 
   
 
 

Financial Planning for Women

 
   
 

How Women Can Protect Their Financial Well-Being in a Divorce

Within a year of divorcing, more women than men live in poverty and receive public assistance, according to U.S. Census Bureau data. Mary Ballin, CFP® shares how women can keep divorce from ruining their financial future…  Read More

   
 
 

Financial Planning for Your Children

 
   
 
 

Considering a 529 Plan for Your Grandkids? Here’s What You Need to Know

While grandparent-owned 529 accounts can be a wonderful college savings tool, there are some important factors to think about before opening one, says Alyssa Reed, CFP®…  Read More

 
   
 

Financial Planning for New Parents

Expecting a child? Jamie Bosse, CFP® offers a few financial planning topics to keep on your radar…  Read More

 
   
 

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By considering all aspects of your financial situation, a CFP® professional can help you manage your finances and develop a strategy for meeting your goals.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in your interest, putting your needs above their own.

Copyright © 2016, Certified Financial Planner Board of Standards, Inc.
 

 

CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.