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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

Managing Your Relationship and Your Money

It’s always important to keep open lines of communication with your significant other. Talking about money is no exception, but it can be a sticky subject – and one that can bring up issues related to your own anxiety around your finances. Senior Ambassador Jill Schlesinger, CFP® reveals how to have an open conversation about money and financial priorities… Read More




What to Ask When Hiring a Financial Pro

When speaking with a financial advisor, you want to be sure he/she has your best interests in mind. Senior Ambassador Jill Schlesinger, CFP® explains questions you should ask an advisor to maintain a good relationship… Read More


Financial Planning for Your Retirement


Retirees and RMDs

Baby Boomers will be retiring at a high rate in the coming years. After turning 70 ½, a required minimum distribution (RMD) will be mandatory from retirement accounts. CFP® pros how you can prepare... Read More


Over 50? Here Are Some Thrifty Retirement Planning Tips

If you’ve entered your 50s and haven’t started saving for retirement, there’s no need to panic, but you do need to start right away. A CFP® professional can help you get a plan in place to meet your goals – today and in the future… Read More


Financial Planning for Your Life Now


Tax Advice for Those With Disabilities

Millions of adults in America live and work with disabilities, often resulting in higher medical or daily living costs. Shomari D. Hearn, CFP® reviews strategies for tax season… Read More


Lending Money to Loved Ones

At some point or another, we’ve all considered loaning money to a family member or friend. CFP Board Ambassador Dan Mathews, CFP® says to increase the chances of a positive outcome, get the deal in writing…
Read More


Financial Planning for Women


Ways Women Can Mitigate Healthcare Costs in Retirement

Healthcare costs are an important expense to consider when budgeting for retirement. Terra Bonucchi, CFP® says plan appropriately and reevaluate your savings to cover future expenses that may arise…
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Financial Planning for Your Children


Practice What You Preach: Raising Financially Savvy Children

Children learn many things from their parents, including financial habits. Tommy Williams, CFP® shares tips for parents to practice smart financial choices and communicate them to children regardless of parenting style… Read More


Disinheriting During Divorce

Protecting your family’s assets during a divorce is important, but comes with some tough choices. John Napolitano, CFP® shares why disinheriting your child’s spouse, especially if grandchildren are involved, is something to consider… Read More


Creating Savings Strategies for the College Years

College tuition has been on the rise for many years. If you plan to help pay for your child’s tuition, it’s best to start saving right away. John Gin, CFP® offers strategies to help you achieve this financial goal… 
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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.