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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 MARCH 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Spring Cleaning for Your Finances

Ah spring! A time when fancy turns lightly to thoughts of love. At least that’s Lord Tennyson’s opinion. For us more practical types, the season carries heavier obligations. Come April, we must turn to tax preparation and spring-cleaning. Both chores entail hard decisions. What should I keep, and what can I toss? If I keep it, for how long? And where do I put it? Read More

 
 
   
     
 

Financial Planning for Your Retirement

 
   
 

How to Simplify Your Retirement Accounts

Are your retirement accounts piling up? Dan Lash, CFP® explains how to simplify them and make more money… Read More

   
 

Why Long Term Care Should Be on Your Retirement Planning Checklist

Long term care can come with a yearly price tag reaching into six-figure territory. CFP® professionals Paula Nangle, Stephanie Lee and Wes Shannon discuss how to plan… Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Your Guide to Saving for a Down Payment

Saving for a home? Your time horizon and risk tolerance play a big role on where to keep your down payment savings, according to CFP® pros Ellen Jordan and Taylor Schulte… Read More

   
 

Financial Stress Can Be Harmful to Your Health – Here’s What to Do About It

Fiscally flabulous or fiscally fabulous? A recent study shows that financial stress may lead to weight gain. David Rae, CFP® discusses how a CFP® professional might ease the strain by helping you get your finances in shape…  Read More

 
   
 

7 Steps to Digging Out of Debt

Stuck in debt? John Gajkowski, CFP® offers debt-repayment tips and strategies...  Read More

 
   
 
 

Financial Planning for Women

 
   
 

Why Women Should Join the Money Conversation

Kelly Shikany, CFP® explains why women should get more comfortable talking about money… Read More

   

Mindful Financial Planning: 6 Tips for Women

Women are often seen as intuitive, thoughtful and compassionate, and can use these qualities to their advantage as they plan for the future, writes CFP Board Ambassador Marguerita Cheng, CFP®Read More

   
 
 

Financial Planning for Your Children

 
   
 

Be Your Child’s Money Tutor

Don't underestimate the importance of the Bank of Mom and Dad when it comes to financial literacy. CFP Board Ambassador JJ Burns, CFP® explains…  Read More

   
 

Cosigning for Your Kid’s Student Loans? Consider the Risks 

If students need to take out private loans for college, they usually have to ask their parents to cosign for them. If you’re a parent, should you do it? Jeff Jones, CFP® discusses…  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.