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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 OCTOBER 2016 EDITION
 
 
       
Eleanor Blayney

Tips for Balancing Financial Obligations While Saving for Retirement

Many Americans today are on a see-saw when it comes to their finances. While they earn enough to afford a reasonable lifestyle and raise a family, they feel as though their financial security remains uncertain. With competing financial commitments, there never seems to be enough money to go around. Under these circumstances, how can someone save for retirement and meet their daily expenses?
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Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

Your Financial Future is More Than Just a Plan

A good financial plan starts with the relationship you have with your advisor. Hiring a CFP® professional is the first step toward a better financial future…  Read More

   
 
 

Financial Planning for Your Retirement

 
   
 

Misunderstood 401(k) Plan Options Explained

You may have a 401(k) plan, but do you truly understand it? CFP® pros break down the basics…  Read More

   
 

6 Steps to Prepare for Medicare

Medicare decisions can be daunting. CFP Board Ambassador Marty Reid, CFP® helps guide you through the process…  Read More

 
   
 

Money Considerations for Living Alone

At some point in your retirement, you may end up living alone. Kathryn Hauer, CFP® reviews some important considerations for your solo financial life…  Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Come Into Sudden Wealth? Beware of ‘Lizard Brain’

When it comes to making important decisions about sudden wealth, your “lizard brain” may interfere. CFP Board Ambassador Robert Pagliarini, CFP® explains…  Read More

   
 

Create a Savings Plan to Fit Your Personality

CFP Board Ambassador Marguerita Cheng, CFP® and other CFP® professionals weigh in on the common types of savers and the best way to structure your financial plans to meet your goals… 
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In Your 30s? Time to Accelerate Your Finances

CFP Board Consumer Advocate Eleanor Blayney, CFP® reviews five things American 30-somethings can do to help boost their finances…  Read More

 
   
 
 

Financial Planning for Your Children

 
   
 

Start Your Child’s Fiscal Education Now

Educating your children about finances is your responsibility as a parent. Tracy L. Cooper, CFP® discusses how parents can jump-start fiscal education early on…  Read More

   
 

College Affordability: File Your FAFSA Early

The timeline for filing FAFSA has changed and the new start date could help your family in determining financial aid eligibility. Richard Stumpf, CFP® weighs in…  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.