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CFP - Certified Financial Planner - Newsletter
 
WHY CHOOSE 
A CFP® PRO
FIND A CFP® PRO LEARNING 
CENTER
FINANCIAL PLANNING RESOURCES
 
LET’S MAKE A PLAN JULY 2017 EDITION
 
 
       
Jill Schlesinger

From CFP Board’s Senior Ambassador
 

A Well-Planned Estate: The Gift That Keeps on Giving

College graduation is the perfect time for families to revisit their estate plans. To begin, you’ll need to gather a few basic documents. Senior Ambassador Jill Schlesinger, CFP® explains… Read More

 
 
   
 

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

What Kind of Adviser Should I Work With?

Many people seek help when they have a problem, for example: how to pay for college or fund retirement. CFP® pros have completed extensive training and experience and can help you achieve your goals… Read More

   
 
 

Financial Planning for Your Retirement

 
   
 

Changing Jobs? Don’t Delay Your 401(k)

When changing jobs, don't forget about the money you've stashed in your former employer's 401(k) plan. Rianka Dorsainvil, CFP® explains how savers can keep their old 401(k) account, roll funds into a new 401(k) or an IRA, or cash out… Read More

   
 

7 Steps to Help You Prepare for an Early Retirement

If your goal is retiring before age 50, the time to start laying the groundwork is now. CFP® pros share steps aspiring early retirees should implement right away… Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Financial Tricks & Tips

Make your everyday financial life easier with these do-it-yourself hacks from Liz Weston, CFP®… Read More

   
 

Social Security Benefits for Same-Sex Couples

Married same-sex couple have 81 options to claim Social Security benefits. CFP Board Ambassador Neal Van Zutphen, CFP® weighs in on what to consider when developing a game plan… Read More

 
   
 

Money Management Tips for Newlyweds

It’s wedding season. Jeremy Walter, CFP® offers priceless advice for newlyweds to start off on the right financial foot together… Read More

 
   
 
 

Financial Planning for Women

 
   
 

Women in Retirement: Financial Planning Obstacles

There are certain difficulties women already face in saving for retirement, particularly the gender pay gap, and the chance that they will outlive their partners. Mark Sievers, CFP® explains what to carefully consider when planning for retirement… Read More

   
 
 

Financial Planning for Your Children

 
   
 

Summer Fun Without Smashing the Piggy Bank

Struggling to find summer activities? CFP Board Ambassador Lynn Ballou, CFP® shares five frugal ideas for fun with your kids that won’t break the bank… Read More

   
 

Steps to Saving: Teaching Your Children Healthy Habits

Eric Hutchinson, CFP® offers 7 tips to help your child develop a lifetime emergency fund and create healthy financial habits… 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 © 2017, 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.