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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    APRIL 2018

From CFP Board's
Senior Ambassador,
Jill Schlesinger, CFP®

 

Tax Prep Checklist: Lessons from Your 2017 Tax Return

Your 2017 taxes are done. Congratulations! But you're not done yet. (Sorry.) While you have all your tax forms and documents handy, this is the perfect time to analyze last year's finances and use those insights to prepare for the big changes that will occur in 2018 and beyond. The sooner you get started, the sooner you can start planning that summer vacation... Read More 

 
 
 

Financial Planning for Your Retirement

 
 

Retirement Tips: My IRA Contribution Limits

Most individuals save for retirement using one of the two primary types of IRAs - a Roth or Traditional IRA. CFP Board Ambassador Joseph Kelly, CFP® breaks down the differences between the two... Read More 

Save for Retirement Without Using a Traditional Plan

Many Americans do not have access to a workplace retirement plan. The good news is there are other accounts with similar benefits. Mari Adam, CFP® weighs in on what to consider in CNN Money... Read More 

 
 

Financial Planning for Your Life Now

 
 

Financial Plans vs Investment Plans

CFP Board Ambassador Troy Jones, CFP® explains the similarities and differences between a financial plan and an investment plan and what you should know when mapping out a plan with your advisor... Read More 

Understanding Tax Filing Extensions

If you are unable to file your taxes in April, a tax extension may be a huge lifesaver. In this U.S. News & World Report article, Phyllis Jo Kubey, CFP® weighs in on how to file an extension and what you'll need to know before the new October deadline... Read More 

 
 

Financial Planning for Women

 
 

The Biggest Money-Makers Women Could Be Missing Out On

Could fear of investing be a big money mistake for women? Alison Norris, CFP® discusses the benefits of investing and how women, particularly Millennials, can get started in this In Style article... Read More 

Women and Retirement: Saving for the Future

Women face different, and sometimes challenging, retirement saving scenarios. In this piece from The Street, CFP Board Ambassador Lynn Ballou, CFP® shares four strategies for women to make the most of their retirement planning... Read More 

 
 

Financial Planning for Your Children

 
 

Roth IRA: Kids and Contributions

Contributing to a Roth IRA can be one of the smartest financial moves for teenagers entering the workforce. In this piece from The Baltimore Sun, Anthony LaBrake, CFP® explains why small contributions now can make a big difference long-term... Read More 

Kids and Money: Financial Literacy Begins at Home

In this U.S. News & World Report article, CFP Board Ambassador Marguerita Cheng, CFP® discusses how parents can integrate money talks into daily activities to help teach children about finances... Read More 

Credit 101: Everything Your Teen Should Know

We all know credit is important, but it can be confusing, too. In this Teen Vogue article, CFP Board Ambassador Shannah Game, CFP® reviews credit scores, good credit vs bad credit and how it all affects you... Read More 

 
 

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 © 2018, 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.