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CFP - Certified Financial Planner - Newsletter
WHY FINANCIAL PLANNING WORKS WORKING WITH A FINANCIAL PLANNER CHOOSE A CFP® PROFESSIONAL FINANCIAL PLANNING RESOURCES
LET’S MAKE A PLAN DECEMBER 2015 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

Can You Afford to Retire Early?

Great question, and if you’re asking it, you are indeed one of the lucky ones. Many Americans retire early not by choice, but because of disability, illness or employer downsizing. Others simply do not have the resources to retire and assume (bad idea…) that they will work until they die. But let’s say you think you have a choice: retire early and finally be free of staff meetings and time cards, OR stay on the job and sock away more money just in case… Read More

Financial Planning for Your Retirement

Why Money Fights Are More Prevalent Among Older Couples

A recent survey showed that couples fight more about finances as retirement draws close. Diahann Lassus, CFP® has suggestions on how partners can get on the same page... Read More

Steps to Protect Your Retirement Savings as Interest Rates Rise

What does the Federal Reserve’s decision to raise interest rates mean for your long-term and retirement investments? Tripp Yates, CFP® offers some considerations… Read More

Retiring in 2016? Make These Financial Preparations

Retirement is a transition into a new phase of life that requires changes to your finances and lifestyle. CFP® professionals Joe Pitzl and Samantha Fraelich-Roheare discuss some of the final moves you should make in the months leading up to retirement… Read More

Financial Planning for Your Life Now

Protecting Your Loved Ones from Elder Financial Abuse

Chances are you have an elderly relative, friend or neighbor who has been financially abused. CFP Board Consumer Advocate Eleanor Blayney, CFP® explains what it takes to prevent or redress the abuse... Read More

Financial Tips for Recent College Grads

Young, free…and broke? CFP® professionals Jon Yankee, Chris Howard and David Jackson offer advice that can help put you on the right financial path… Read More

Buying Life Insurance: How to Avoid Costly Mistakes

Buying life insurance is hardly an everyday purchase, so you can benefit from the knowledge of folks who deal with life insurance matters daily. CFP® professionals Delia Fernandez, Chris Chen and Pamela Plick offer their best tips… Read More

Financial Planning for Women

What One CFP® Pro Discovered About Divorced Women and Money

Is it possible that women who are divorced have greater financial peace of mind compared to when they were married, yet admit that they have much less money now that they are not part of a couple? Stacy Francis, CFP® explains her findings… Read More

Financial Planning for Your Children

How to Talk to Your Kids About Their Inheritance

One of the biggest fears affluent parents have is leaving their kids money – and how to talk to them about it, says CFP Board Ambassador Robert Pagliarini, CFP®Read More

Teaching Your Teen How to Invest

Carrie Schwab-Pomerantz, CFP® has some advice for a reader whose grandson asked him if he should open a brokerage account…
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 © 2015, 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.