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WHY FINANCIAL PLANNING WORKS WORKING WITH A FINANCIAL PLANNER CHOOSE A CFP® PROFESSIONAL FINANCIAL PLANNING RESOURCES
 
LET’S MAKE A PLAN JANUARY 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Will Your Investments Win or Lose in 2016?

Republican and Democratic presidential hopefuls have dominated our television screens, radios and social media channels for months in preparation for the 2016 election, discussing their proposed policies on macroeconomic issues such as job growth, income distribution, tax reform and immigration. Diverse political agendas and polices can leave consumers anxious about the U.S.’s financial future under a new leader and how that will impact their investments. Here’s how to properly prepare your finances for any election outcome…
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Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

Looking for an Advisor? Ask the Right Questions

When you visit a potential financial advisor, come armed with a list of questions – and make sure you are asking the right ones. Jarrett Topel, CFP® provides six suggestions… Read More

   
 
 

Financial Planning for Your Retirement

 
   
 

Easing the Survivor Burden: Steps You Can Take Now to Help Your Loved Ones

Planning for retirement? Don’t forget to take steps to make things easier for your “survivors” who may one day inherit the task of settling your estate, says Wendi Strom, CFP®Read More

   
 

How an IRA Charitable Rollover Can Help You

You won’t owe income tax on your required minimum distributions if you donate them to charity. CFP® professionals Daniel Moisand, Trent Porter and Austin Chinn explain… Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Money Survival Tips for Millennials

Karen Carr, CFP® shares her suggestions on how savers early in their careers can start 2016 on stronger financial footing…  Read More

   
 

Easy Ways to Eliminate Debt

A recent survey shows that one in five Americans believe they won't escape debt until death. So what can be done to lift the burden? J.J. Montanaro, CFP® weighs in…  Read More

 
   
 

Money Mistakes to Avoid in Divorce

Getting divorced has a significant impact on your finances – and some missteps can make it even more costly. Zaneilia Harris, CFP® helps explain what to avoid…  Read More

 
   
 
 

Financial Planning for Women

 
   
 

6 Financial Planning Tips for Women

With three sisters and a mother who was widowed at 48, Jim Kantowski, CFP® knows a thing or two about what women can do to feel financially secure and confident...  Read More

   
 
 

Financial Planning for Your Children

 
   
 

Don’t Make These Mistakes in Saving for College

Mari Adam discusses three of the most common – and damaging – mistakes she has seen in her 25 years as a CFP® professional, and offers advice on how to fix them…  Read More

   
 

How to Help Your Adult Child Become Financially Independent

To alleviate financial pressure their Millennial kids are experiencing, many parents keep bankrolling them well into adulthood. CFP® professionals Shannon Ryan and Jeff Rose have tips on how to break the dependence…  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.