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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 AUGUST 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Profiles in Saving: What They Teach Us About Financial Confidence

CFP Board recently commissioned a survey of 1,000 working Americans regarding their saving habits. A map of consumer profiles revealed many interesting financial lessons...
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Financial Planning for Your Retirement

 
   
 

Looking for a Place to Retire? Here are Signs You’ve Found Retirement Bliss

Retiring and relocating may save you money on housing and taxes. Being close to family and friends is an added bonus. David Stull, CFP® weighs in on signs you’ve found a great place to retire…
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Retirement Income Inflation: Low Today, Higher Tomorrow?

Retirees live off of a fixed income, but as the cost of living rises, income should too. Stein Olavsrud, CFP® and Neil Krishnaswamy, CFP® suggest where to find income during your retirement that may rise with inflation…  Read More

 
   
 

Preparing for Retirement Expenses You Can’t Predict

Richard W. Paul, CFP® offers suggestions to prepare for the expenses incurred during retirement without getting blindsided…  Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Millennials Are Still Saving Their Money Even With Student Loan Debt

Student loans are a debt burden many adults face, but this doesn’t deter graduates from saving. Elizabeth Scheiderer, CFP® explains the balance graduates need to stay on track and build an emergency fund…  Read More

   
 

Financial Arrangements for a Newly Blended Family

Greg Roberts, CFP® discusses financial issues to consider when entering into a second marriage and blending families…  Read More

 
   
 

Financial Planning: Change Gears & Switch Careers

Many financial advisors do not enter the profession right out of college. People often change careers at various points in their lives. Steven Thalheimer, CFP® talks about his transition into the field…  Read More

 
   
 
 

Financial Planning for Women

 
   
 

Women in the Workforce: Why It May Be Time to Consider Hiring a Financial Planner

As women’s roles evolve, many begin to take the lead in finances. CFP Board Ambassador Cary Carbonaro and other CFP® professionals weigh in on why women should consider working with a financial advisor...  Read More

   
 
 

Financial Planning for Your Children

 
   
 

Teach Your Children How to Budget in 9 Simple Steps

Teaching your children about money may help them avoid financial disasters in their future. CFP Board Consumer Advocate Eleanor Blayney, CFP® discusses a few steps parents can take…  Read More

   
 

Steps to Save Money on Back-to-School Shopping

When the children head back to school, it can be a time when family budgets are thrown into the red. CFP Board Ambassador Steve Repak, CFP® explains how you can take control and cut back on unnecessary expenses…  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.