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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    JULY 2018

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

 

Reboot Your Personal Finances with These Easy Steps

Summer has begun and for some, it is the time to disengage from real life issues, like finances. However, there are easy, quick ways to stay on top of your finances and still have plenty of time to head to the beach, mountains or enjoy a stay-cation – just follow these tips. Consider this your mid-year personal finance reboot!… Read More 

 

Hiring a CERTIFIED
FINANCIAL PLANNER
Professional

 

5 Questions to Ask a Potential Financial Planner

Working with a financial planner has many benefits. But, as Financial Planning Association President Frank Paré, CFP® writes, one of the best ways to ensure that you get the most out of those benefits is to make sure he or she has the right combination of core competencies and expertise… Read More 

 
 

Financial Planning for Your Retirement

 
 

When It Makes Sense to Start Your Social Security Benefit Early

Out of desperation, certain people may opt to start their Social Security benefit early – before age 62. But, as CFP Board Ambassador Scott Ward, CFP® explains, there are other factors to consider… Read More 

Don't Let Insufficient Insurance Coverage Affect Your Nest Egg

Around 40 percent of Americans can’t cover an unexpected $400 expense, highlighting the importance of having insurance. CFP Board Ambassador Michael Guillemette, Ph.D., CFP® breaks down the types of coverage you may need to safeguard against unforeseen circumstances… Read More 

How Unclaimed Property Laws May Impact Your Retirement

Staying the course with your retirement plan without paying close attention to the winds of change could now produce some hazardous implications for retirees in some states. Jeffery Levine, CFP® helps explain how to help protect yourself against unclaimed property laws… Read More 

 
 

Financial Planning for Your Life Now

 
 

Warm Up Your Savings: Time to Reevaluate Your Investments

With all the commotion in the summer months, it’s easy to forget about what our investments are doing and where our financial plan stands right now. CFP Board Ambassador JJ Burns, CFP® discusses considerations for a mid-year evaluation… Read More 

 
 

Financial Planning for Women

 
 

Why Women are Often Mum on Money – and Ways to Overcome It  

The reluctance to talk about money can seriously undermine a woman’s financial stability. In her piece, Jill Fopiano, CFP® explores why women often stay quiet about their money and the consequences of doing so…
Read More 

 
 

Financial Planning for Your Children

 
 

Helping Your Kid Start a Business? Here’s What to Consider

If you’re a parent, then you probably want your kids to be successful, and will sacrifice to see that happen. But before making any big investments, CFP Board Ambassador Douglas A. Boneparth and other CFP® professionals want you to consider the many risks that come with backing your child’s business ventures… Read More 

Helping Your Financially Dependent Child Get on Their Own Two Feet

Still rooming with your Millennial child? CFP Board Ambassador Carina Diamond, CFP® provides simple tips to help get your adult child off your payroll… Read More 

Kids and the Money Talk: Why You Shouldn’t Delay

Why don’t more parents talk with their kids about money? As Brian Parker, CFP® explains, many parents don’t view themselves as “good with money” and see the topic as taboo. But in order to help better raise our children to be responsible adults, those conversations need to happen sooner rather than later… 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.