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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

6 Ways to Reduce Your Tax Bill

Taxes can be complicated, especially if you’re doing them yourself. Senior CFP Board Ambassador Jill Schlesinger, CFP® breaks down the best ways to lower your tax bill and what documentation you’ll need to do so…
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Financial Planning for Your Retirement


401(k), Roth IRA, or HSA: Savings Strategies in Retirement

Saving for retirement used to be simple and straightforward. Today, there are many different options available. CFP® pros explain how to choose the way that’s right for you…  Read More


Military Money: Saving For Retirement

Members of the military have access to special opportunities that aren’t available to civilians. CFP® professionals Josh Andrews and Patrick Beagle discuss options they can take advantage of when planning for retirement… Read More


Financial Planning for Your Life Now


Interest Rates & Mortgages “Oh My”: Should You Rent or Should You Buy?

This time of year many houses go on the market. While location is important, financing is too. CFP Board Ambassador Ross Levin, CFP® reviews the pros and cons of buying versus renting a home… 
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The Debt Dilemma: Does It Disappear After Death?

Most individuals have some sort of debt to their names. Contrary to popular belief, that debt does not necessarily disappear when you die. James M. Matthews, CFP® explains…  Read More


Financial Planning for Women


Tips & Tricks: Retirement Planning for Women

Women typically live longer than men and should plan finances accordingly. Nancy Coutu, CFP® offers her recommendations for women to get ahead of the curve and enjoy retirement…  Read More


A Brighter Picture for Women and Finances

Studies show women aren't confident about money but are eager to learn. The growth in educational tools tailored for women could improve their finances…  Read More


Financial Planning for Your Children


Teaching Tough Money Lessons To Kids Who Don’t Have It Rough

Teaching your children about money, bills and budgeting is important. Rebecca Walser, CFP® shares tips to help fortunate children understand finance…  Read More


Your Bundle of Joy Doesn’t Have to Cost a Bundle

The cost of raising a child until they reach the age of 18 is rising. Matt Becker, CFP® shares savings tips for baby items and beyond…  
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The Climbing Costs of Childcare

If you’re a parent, you’re likely facing the burden of rising childcare costs. CFP Board Ambassador Douglas Boneparth, CFP® weighs in on how you can better manage your cash flow…  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 © 2017, 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.