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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 MAY 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

Diversification is a Good Thing

Diversification is the most effective, least expensive, and easiest-to-implement strategy in an investor’s toolbox to reduce the risk of loss, without sacrificing return. But the “why” of diversification says nothing about the “how” and “what.” Here the questions get harder…
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Financial Planning for Your Retirement

 
   
 

Forgoing Traditional Retirement? CFP® Pros Offer Advice

CFP® professionals Robert Karn and Scott Hanson are seeing more of their clients delaying retirement to pursue their dreams… 
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Age 50? Give Yourself a Nest Egg Check-Up

Once you hit that half-century mark and retirement is closer at hand, is there any way to tell if you’re on the right track? CFP® professionals James Saulnier and Wes Shannon discuss…  Read More

   
 
 

Financial Planning for Your Life Now

 
   
 

Popular Credit Building Tips That May Not Be So Wise After All

What if all that credit climbing wisdom you learned is wrong – or worse, could actually backfire and cause your credit scores to plunge even lower? CFP Board Ambassador Steve Repak, CFP® explains… 
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Why Millennials Should Know Their Net Worth

Not knowing what you have versus what you owe now makes it much harder to plan for where you need to be later in life. CFP Board Ambassador Shannah Compton Game, CFP® and Kyle Ryan, CFP® discuss…  Read More

 
   
 

What You Need to Know About Estate Planning

Tabloids are full of stories about the disastrous fallout when celebrities die without wills or other crucial documents in place. We can learn from their mistakes by getting an estate plan in place now, says Jim Lundwick, CFP®…  Read More

 
   
 
 

Financial Planning for Women

 
   
 

6 Money Strategies for Women

While it’s true that the gender gap has long put women at an economic disadvantage, the decisions they make about managing their money can make all the difference. CFP Board Ambassador Marguerita Cheng, CFP® and other CFP® professionals explain…  Read More

   

How Men and Women Approach Retirement Differently

Looking at the differences between how men and women save for retirement, Nancy Coutu, CFP® reveals special considerations for women…  Read More

   
 
 

Financial Planning for Your Children

 
   
 

Talking College Planning with Your Kids

Cutting your child’s college costs starts with tough talks early on. Al Hicks, CFP® offers tips to get the conversation started…  Read More

   
 

Money Considerations for When Your College Grad Moves Back Home

A college grad moving home can have a huge financial impact. CFP® professionals Shomari Hearn and Joe O’Boyle explain potential advantages and disadvantages…  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.