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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    MARCH 2018

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

 

Financial Documents After Tax Season: What to Keep and What to Shred

The folks at the Internal Revenue Service have an uncanny sense of timing. Most of us prepare our individual tax returns just as the clocks spring ahead and the calendar indicates the Vernal Equinox will bring longer and warmer days. Best way to celebrate? Clear out the cobwebs, fire up the shredder, prepare to hit the delete button and get ready to clean up your financial life... Read More 

 

Hiring a CERTIFIED
FINANCIAL PLANNER
Professional

 

Finding a Professional Financial Planner

When researching candidates to manage your money, Black Enterprise recommends checking for certifications and professional credentials.… Read More 

 
 

Financial Planning for Your Retirement

 
 

Should I Pay Off Student Loan Debt or Save for Retirement?

Student loan debt has risen to unprecedented levels, leaving American student borrowers to wonder if it is better to pay off debt or save for retirement. CFP Board Ambassador Jeanne Fisher, CFP® explains…
Read More 

401(k) Contribution Limits for 2018

It’s never too early to begin planning and saving for retirement. If you’re using a 401(k), do you know how much you can contribute? In Kiplinger, Melissa Brennan, CFP® and Stuart Ritter, CFP® share advice on how to maximize your account… Read More 

 
 

Financial Planning for Your Life Now

 
 

Investing in a Volatile Market: The Case for Dollar-Cost Averaging

With stocks approaching a new historical record for the duration of a bull market dating back to March 2009, many investors are understandably anxious when deploying new capital… Read More 

Are Reverse Mortgages a Good Move for Older Homeowners?

The idea of using a reverse mortgage has become popular; however, older homeowners haven’t quite jumped on board. In this article from The Street, Eric Meermann, CFP® discusses the pros and cons to obtaining a reverse mortgage... Read More 

 
 

Financial Planning for Women

 
 

Women and Money: Taking Control of Your Finances

March is Women’s History Month. In this piece from Creators Nation, Carrie Schwab-Pomerantz, CFP® explains why now is the best time to take charge of your finances and gain financial independence… Read More 

How Women Can Increase Their Retirement Contributions

Women are strengthening their retirement savings. Taylor Schulte, CFP® explains how you can, too, in this piece from U.S. News & World ReportRead More 

 
 

Financial Planning for Your Children

 
 

Are You Financially Prepared for Parenthood?

The cost of raising a child is rising. In this USA Today article, Kelley Long, CFP® explains how you can begin to budget for a baby… Read More 

Should You Help Your Millennial Financially?

Millennials face many tough hurdles: Student loans, credit card debt, a challenging job market, etc. In this CNBC article, CFP Board Ambassador Marguerita Cheng, CFP® weighs in on what parents should consider before helping their Millennials financially… 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.