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LET’S MAKE A PLAN FEBRUARY 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Use Leap Year to Leap Toward Your Financial Goals

Does a gift of extra time automatically translate into extra money? Once every four years we get a chance to test this out. This year we get an additional 24 Leap Year hours to add to the annual allotment of 8760. Here are some things you can do to turn those additional hours into more wealth… Read More

 
 
   
 

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

When to Hire a Financial Planner

According to one study, more than a third of Americans do not have a financial plan and 58 percent believe they need to improve their planning. CBS News Business Analyst Jill Schlesinger, CFP® joins “CBS This Morning” with tips on finding a financial adviser... 
Watch Clip

   
 
 

Financial Planning for Your Retirement

 
   
 

How Soon-to-Be Retirees Can Navigate a Crazy Market

If you're not retired yet, there’s a way to weatherproof your nest egg from a future market downturn. CFP Board Ambassador Dan Keady, CFP® and Mark Beaver, CFP® explain… Read More

   
 

4 Ways Married Couples Can Maximize Their Retirement Accounts

Spouses can coordinate their retirement benefits to get bigger tax breaks and employer contributions. CFP® professionals Katie Brewer, Francine Duke and Jamie Block discuss… Read More

 
   
 

Planning to Work in Retirement? Make It an Option, Not a Need

Many people plan to work during retirement to substantially add to their incomes. But that strategy may not always succeed, says Neil Krishnaswamy, CFP®… Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Guide to Deducting Charitable Donations on Your Taxes

It can be confusing to figure out how to list your charitable donations for tax season because different contributions have different rules. Eric Meermann, CFP® offers advice on listing your generosity and avoiding an audit… Read More

   
 

5 Tips for Widow/Widower Financial Preparedness

If one spouse takes the lead on family finances, the other partner could be in for trouble one day. Al Hicks, CFP® discusses what couples should do sooner rather than later to be prepared… 
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The Pros and Cons of Investing in a Vacation Home

Your home will always be one of your best investments, but a vacation home may not be. Melinda Kibler, CFP® discusses the pros and cons… Read More

 
   
 
 

Financial Planning for Women

 
   
 

Study: Women Rule the Roost in Saving For Retirement

New research offers insight into the difference between men and women in saving for retirement. CFP® professionals Austin Fry and Jim McGowan weigh in… Read More

   

Money Considerations for Women in Their 60s

Are you a woman in her 60s who is retiring or is about to retire? CFP Board Ambassador Cary Carbonaro, CFP® has some important advice… Watch Clip

   
 
     

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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.