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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

April 2019

Financing Healthcare 101

Choosing the right healthcare plan for your needs can be tricky. CFP Board Ambassador Dan Mathews, CFP® breaks down all you need to know about HSA and FSA options.

Social Security: When Should You Collect?

The sooner the better, right? Not when it comes to claiming Social Security. Money.com explains how waiting until you are older to claim could help you

Money and Marriage

Marriage means sharing your entire life with someone – but not necessarily when it comes to money. CFP Board Ambassador Cary Carbonaro, CFP® discusses some of the benefits of spouses

Single Women: Prepare for Retirement

Single women face more challenges when it comes to retirement. In Barron’s, CFP Board Ambassador Marguerita Cheng, CFP® shares steps women can take to be prepared.

Tired of Paying for Your Adult Children?

Weaning your adult kids off your money is a process — but it can be done! Chicago Tribune walks through how to

Noteworthy

reloading \(?)r?-?l?d-i?\ –

The practice of taking out a new loan to pay o? an existing loan to obtain a lower interest rate or to consolidate debt.

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Copyright © 2019, 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.

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