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WHY CHOOSE A CFP® PRO

 

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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    MAY 2018

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

 

Is It Time to Prepare for a Bear?

I have a confession: I’m rooting for a recession -- and a bear market. Of course, I don’t want people to suffer, but the longer both the expansion and bull market continue, the more we tend to forget that all good things must come to an end and make poor financial decisions as a result... Read More 

 
 
 

Financial Planning for Your Retirement

 
 

Financially Fit at 50-Something

Turning 50 is a milestone, but it also brings the realization that retirement isn’t too far off. In this article from CNBC, CFP® pros discuss five ways you can make retirement planning a priority – even if you’re late to the game...

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Social Security: Unknown Benefits

If you’re not well-versed in Social Security, you’re not alone. CFP® pros break down how these retirement benefits really work in this article from The Street... Read More 

 
 

Financial Planning for Your Life Now

 
 

Take a CFO's Approach to Your Family Finances

If you are the household money manager, consider taking a business-like approach. In this piece from U.S. News & World Report, CFP Board Ambassador Shashin Shah, CFP® weighs in on how you can reach your financial goals by using the same skills as a CFO... Read More 

20 Hidden Fees You Never Knew You Were Paying For

Sometimes unlikely fees can amount to surprising costs. In this article from Reader’s Digest, CFP® pros Steve Wang and Tony Drake discuss 20 hidden fees you should try to avoid... Read More 

Financial Backup Plans for Singles

If you’re single, what happens to your financial life during an emergency? Lisa Brown, CFP® shares five tips to help singles protect their wealth and develop a financial backup plan in this article from Kiplinger... Read More 

 
 

Financial Planning for Women

 
 

Mind the Gap: Women and Retirement Savings

The retirement gender gap is alive and well. In this piece from U.S. News & World Report, CFP Board Ambassador Lynn Ballou, CFP® weighs in on how women can rethink their retirement goals and plan accordingly... Read More 

 
 

Financial Planning for Your Children

 
 

Raising Money-Savvy Military Children

Children from military families are very resilient. Teaching the value of money will be an important stepping stone. J.J. Montanaro, CFP® shares six tips for raising financially strong and independent children in this article from Military.com... Read More 

Financial Strategies for Children with Special Needs

Financial planning for your children can be challenging. Parents of children with special needs face additional financial responsibilities. Consider setting up a special needs trust and working with a CERTIFIED FINANCIAL PLANNER™ professional to develop the best plan of action... Read More 

Helping Your College Grad Navigate Financial Waters

In his latest for Star Tribune, CFP Board Ambassador Ross Levin, CFP® explains how you can help your child or grandchild navigate his or her financial life during each stage of the journey following graduation...

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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 © 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.