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VIEW IN A BROWSER
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LET'S MAKE A PLAN MARCH 2018
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From CFP Board's
Senior Ambassador,
Jill Schlesinger, CFP®
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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
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Hiring a CERTIFIED
FINANCIAL PLANNER™
Professional
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Finding a Professional Financial Planner
When researching candidates to manage your money, Black Enterprise recommends checking for certifications and professional credentials.… Read More
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Financial Planning for Your Retirement
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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
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Financial Planning for Your Life Now
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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
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Financial Planning for Women
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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 Report… Read More
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Financial Planning for Your Children
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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
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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.
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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.
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