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LEARNING CENTER

Certified Financial Planner

LET'S MAKE A PLAN    NOVEMBER 2018

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

 

The Balance Between Education and Retirement Funding 

Balance. That’s the word to think about when contemplating education funding. Many parents struggle to find the sweet spot between paying for children’s schooling and saving for their own retirement. Senior CFP Board Ambassador Jill Schlesinger, CFP® discusses how to find harmony between the two... Read More 

 
 

Financial Planning for Your Retirement

 
 

Surprise! A Tax Bill For Your 100th Birthday - Probably Not the Present You Were Hoping For

Uncle Sam has a birthday gift for certain people who make it to 100 and have purchased permanent life insurance: a tax bill. Barry D. Flagg, CFP® discusses why you should speak with a financial planner to avoid worst case scenarios in CNBCRead More 

What is Estate Planning: Learn How to Protect Your Heirs When You’re Gone

Planning for a time when you’re no longer around can be morbid, but a well thought out estate plan is essential to ensure that your assets and heirs are properly protected. Follow this checklist from CFP Board Ambassador Lynn Ballou, CFP® to get started… Read More 

Unsure Where to Start When it Comes to Retirement Savings? Check Out 7 Helpful Tips

Regardless of what stage of life you are in, saving for retirement should be a priority. In Business Insider, Andy Smith, CFP® shares tips on how to make saving for retirement easier, no matter how far away it might seem… 
Read More 

 
 

Financial Planning for Your Life Now

 
 

Why Cash Flow is the Biggest Source of Financial Stress

Those who are not monitoring their finances and expenses tend to overspend and leave themselves with little to no margin. CFP Board Ambassador Scott Ward, CFP® addresses the need to organize your income and expenses, and offers recommendations on how to get in control of your cash flow… Read More 

Swiping Your Way to a Better Home Could Lead to a Less Cost Effective Renovation

Plastic might be a trendy component of your next home remodeling project, not as a design element — as a source of funding. In CNBC, Richard Bergen, CFP® and Michael W. Kelley, CFP® weigh in on pros and cons of putting home improvement projects on a credit card… Read More 

How to Choose the Right Health Insurance Plan 

With various options depending on your individual circumstances, choosing health insurance can often be an overwhelming process. Thankfully, CFP Board Ambassador Marty Reid, CFP® walks through how to pick the right plan for you and your family… Read More 

 
 

Financial Planning for Women

 
 

It’s Time to Face Your Fear of Risky Investments Head On

Recent studies have shown that women outperform men as investors, yet they fall short of men in their confidence to invest effectively. Investopedia recommends that those who wish to feel more secure about their financial decisions should work with a CERTIFIED FINANICAL PLANNERTM professional… Read More 

 
 

Financial Planning for Your Children

 
 

Afraid to Overshare: How Much is Too Much When Discussing Your Financial Situation With Your Children? 

Discussing your family's specific financial details could help your children prepare for the future. In U.S. News & World Report, Mike McGrath, CFP® recommends being open with your children about income levels, savings plans and the cost of living… Read More 

If You Are Confused About the Logistics of Opening 529 Accounts for Your Children, You Are Not Alone 

Should you have separate 529 accounts for each of your children? In Creators Syndicate, Carrie Schwab-Pomerantz, CFP®, shares why independent accounts make the most sense… 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.