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CFP - Certified Financial Planner - Newsletter
WHY FINANCIAL PLANNING WORKS WORKING WITH A FINANCIAL PLANNER CHOOSE A CFP® PROFESSIONAL FINANCIAL PLANNING RESOURCES
LET’S MAKE A PLAN NOVEMBER 2015 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

The Biggest Mistakes People Make With Social Security

It’s easy to get your Social Security retirement benefits wrong. The claiming rules are diabolically complicated. What you receive depends on all sorts of variables–such as how long you worked and what you earned, for whom you worked, your age at claiming, whether you’re married or have been married, the duration of your marriage, whether you have dependents and how many, and your blood type. Actually, I am just kidding about the blood type. But you get the picture... Read More

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

5 Guidelines for Choosing a Financial Planner

If you’ve decided to seek help from a financial professional, you may be overwhelmed by all of the options. These tips will help guide the process... Read More

Financial Planning for Your Retirement

Year-End Retirement Planning Moves to Make

The new year is right around the corner, which means there are many retirement planning deadlines you need to meet in order to qualify for tax deductions and credits. CFP® professionals explain... Read More

What to Do with Excess Retirement Income

Retired and have cash left over each month? Herb White, CFP® has ideas for what to do with the extra money... Read More

Financial Planning for Your Life Now

How to Steer Clear of Financial Faux Pas During the Holidays

Planning to hit up that family member who’s a financial professional for stock tips over the holidays? Think again. CFP Board Ambassador Cary Guffey, CFP® offers advice on financial etiquette... Read More

Hidden Sources of Debt to Watch Out For

Some forms of debt arrive looking like a big break or a money-saving option, but instead dig you deeper into a financial hole. Cecilia Brown, CFP® discusses solutions... Read More

Small Changes You Can Make to Grow Your Savings

CFP® professionals David Abate and J.J. Montanaro explain five easy ways to save $1,000 without really trying... Read More

Financial Planning for Women

Financial Decision-Making: How Women Differ From Men

A new study shows that gender plays a significant role in investing. CFP® professionals Craig Kliebert and Rhonda Loy weigh in...
Read More

Financial Planning for Your Children

College Savings Tips for Parents Approaching Retirement

More parents are waiting to have children later in life, meaning their savings goals for retirement and their children's college education are often on a crash course. CFP® professionals Tim Higgins and Brett Tushingham discuss... Read More

Emptying the Nest: How to Give Adult Kids Some Financial Tough Love

Young adults should be moving up, but in many cases they're only moving back in. CFP® professionals explain how to avoid being one of those stressed-out parents who can't afford to retire... 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 © 2015, 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.