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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    DECEMBER 2018

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

 

2018 Year End Financial Planning 

Year-end financial planning will be a lot different this year than previous years, largely because it is the first full year after the implementation of the Tax Cuts and Jobs Act. Senior CFP Board Ambassador Jill Schlesinger, CFP® addresses the changes made by the new law... Read More 

 

Hiring a CERTIFIED
FINANCIAL PLANNER
Professional

 

Confused About the Letters Following a Financial Planner’s Name? Here's Some Insight

Financial advisors can obtain various designations. Consumer Reports breaks down the variations between designations and explains what sets CERTIFIED FINANCIAL PLANNER™ professionals apart from the others… Read More 

 
 

Financial Planning for Your Retirement

 
 

Plan Ahead: Don’t Miss Out On Travel During Retirement

When thinking about retirement, many people report that they are most excited about the possibility of traveling. In Investopedia, Ken Moraif, CFP® and Simi Dhall, CFP® share their insights on how to start a travel budget that coordinates with retirement spending… Read More 

Long-Term Care Planning

Even though Long-Term Care Awareness Month is behind us, seeking professional financial help for long-term care needs should still be a priority for many of us. To begin planning, be sure to keep these five points from CFP Board Ambassador Bill Schretter, CFP® in mind… Read More 

 
 

Financial Planning for Your Life Now

 
 

Leveraging HSA Tax Benefits: The Triple Tax Advantage

There are savings to be found within Health Savings Accounts (HSAs) – too bad not many people know about them. Thankfully, CFP Board Ambassador Jeanne J. Fisher, CFP® discusses simple steps one should consider to maximize their HSA opportunity… Read More 

Is Buying a Vacation Home Really the Best Bang for Your Buck?

Buying a vacation home might seem like a good investment to many. However, CERTIFIED FINANCIAL PLANNER™ professionals Patrick King, Eric Gabor, Jirayr R. Kembikiam and Wendy Marsden all advise being cautious towards this purchase in CNN BusinessRead More 

When Impact Investing Is Worth It

There is more to life than building wealth, enjoying family and taking an occasional personal day. CFP Board Ambassador Marguerita Cheng, CFP® explains the importance of impact investing as a way to do more with a greater purpose and intent… Read More 

 
 

Financial Planning for Women

 
 

Married Women: Here’s One Thing You Should Do to Help Plan for a Secure Retirement

With widowed women being at high risk for poverty, it is important for married women to be proactive in protecting their financial security. In Money, Susan Bradley, CFP® suggests couples go over what responsibilities will fall on the surviving spouse... Read More 

 
 

Financial Planning for Your Children

 
 

Not Sure How to Pay for Your Child’s Tuition? Retirement Savings Are Not the Solution

College tuition comes with a hefty price tag that can seem overwhelming to many parents. Despite the temptation to tap into retirement savings to pay for a child’s education, Crystal Wipperfurth, CFP®, Kimberly J. Howard, CFP® and Derek Hagen, CFP® strongly advise parents not to risk their retirement. In Trib Live, they offer other options... Read More 

Give Your Kids the Best Gift of All: The Joy of Giving Back  

One recent study finds that children who participated in strong family giving traditions are more benevolent, and happier, as adults. Patti Black, CFP® shares her strategy for getting her children accustomed to donating in NewsdayRead 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.