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Certified Financial Planner


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

2018 Tax Changes: What You Need to Know When You File

Tax season opened Jan. 29, and the IRS expects more than 155 million returns to be filed this year, of which more than 70 percent should receive a refund. Once again, due to a Washington D.C. holiday (Emancipation Day), the filing deadline is delayed. Procrastinators, mark April 17, rather than April 15, as your drop-dead date.... Read More


4 Steps to Hiring the Right Advisor This Year

If improving your financial health is on your list in 2018, you need to find the right financial planner. This Money Inc. article explains why you should seek out a CERTIFIED FINANCIAL PLANNER™ professional… Read More

Financial Planning for Your Retirement

What Truly Makes a ‘Great Place to Retire’

When reviewing your retirement plan, you may be thinking about whether to stay in place, downsize or relocate. CFP Board Ambassador Scott Ward, CFP® says prioritize these four factors first… Read More

Ready to Retire? Examine Your Nest Egg

If you are worried your nest egg isn’t up to the task, CFP Board Ambassador Marguerita Cheng, CFP® shares strategies to bolster your retirement savings in KiplingerRead More

The Biggest Estate Planning Mistake People Make

Ease the burden on your family after your death by making sure your estate plan is in good standing. CFP Board Ambassador Andrew Gardener, CFP® reviews four steps to help you stay on track… Read More

Financial Planning for Your Life Now

Financial Benefits of Tying the Knot Later in Life

They say good things come to those who wait. In this Forbes article, Russ Weiss, CFP® discusses the pros and cons of getting married late in life… Read More

7 Steps to Help You Avoid Living Paycheck to Paycheck

Many Americans, regardless of income, are living paycheck to paycheck. In this Bustle article, Marshay Clarke, CFP® shares 7 strategies to help you balance your budget, no matter how tight... Read More

Charitable Contributions: How to Give and Still Receive

Changes to the tax law in 2018 have impacted the way donations can be deducted. Evan T. Beach, CFP® reviews options to consider that will benefit both you and the organization in KiplingerRead More

Financial Planning for Your Children

Money Lessons All Teens Should Learn

The teen years may be the first time your children earn money of their own. CFP® professionals Bill Van Sant and Gregg Mursset discuss four valuable money lessons in CNN MoneyRead More

Tax Benefits for Raising Your Grandchildren

In this CNBC article, David Demming, CFP® discusses the additional cost of raising a child and the tax breaks that may be available… Read 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.