View this newsletter in your browser

 

CFP - Certified Financial Planner - Newsletter
 
WHY CHOOSE A CFP® PRO FIND A CFP® PRO LEARNING 
CENTER
FINANCIAL PLANNING RESOURCES
 
LET’S MAKE A PLAN SEPT. 2016 EDITION
 
 
       
Eleanor Blayney

From CFP Board’s Consumer Advocate
 

High Income, Yet Still Struggling to Save? Consider These Tips

In a recent survey conducted by CFP Board of the saving habits of 1,000 working Americans over 25, there was one group of respondents who distinguished themselves by their “meaning well, but not enough” saving behavior. Identified in the study as “Concerned Strivers,” these are Americans, typically in their mid to late 30s, with above average incomes, and relatively high levels of confidence and optimism about their financial futures…
Read More

 
 
   
 

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

 
   
 

Seeking Financial Advice? Questions Each Generation Should Ask

Advice from a financial advisor varies based on need and present life situation. Josh Giuliano, CFP® weighs in on questions to ask according to one’s age… Read More

   
 
 

Financial Planning for Your Retirement

 
   
 

Planning For Retirement: Where to Start

Go into retirement with absolute confidence so you can enjoy your golden years without financial worries. Rick Rodgers, CFP® suggests considering how much you may spend in retirement and plan accordingly… Read More

   
 

How and When Couples Can Take Retirement Benefits

CFP® pros Delia Fernandez and Jim Ludwick discuss key decisions about retirement benefits that can help make your money last…
Read More

 
   
 

Retirement Planning is an Ongoing Journey

Successful retirement journeys demand a road map, complete with milestone markers for predictable occurrences, as well as flexibility to accommodate unexpected events. George Sisti, CFP® discusses…
Read More

 
   
 
 

Financial Planning for Your Life Now

 
   
 

Don’t Let Politics Influence Your Long-Term Financial Decisions

The 2016 presidential election shouldn't play a big role in investment decisions. Elected officials often have very little to do with how a market performs. Neal Frankle, CFP® explains… Read More

   
 

Multi-Generational Families: How to Handle Household Expenses

When you ask your older parents or family members to move in, there is much to consider. Marc Hebert, CFP® discusses the financial implications for the entire family… Read More

 
   
 

Who's Responsible For a Loved One's Debt?

Debt is a difficult burden. If someone in your family had financial struggles, who is responsible for any debt when they pass away? CFP® pros Kathryn Hauer and Cynthia Turoski discuss financial inheritance…  Read More

 
   
 
 

Financial Planning for Your Children

 
   
 

The Price Tag of Parenthood

Becoming parents and welcoming a child into the world are significant milestones, and it’s important to prepare financially. Cory Schmelzer, CFP® and Keith Klein, CFP® share financial moves to make before your first child… Read More

   
 

Helping Your College Student Make Smart Money Choices

Parents teach their children many lessons before college – and financial responsibility must be one of them. CFP Board Ambassador Sarah Halpin, CFP® provides tips to help kids make better financial choices while away at school… Read More

 
   
 

Subscribe
 

 

"Let's Talk Planning" Blog
 

 

Follow Us:
 

 
Facebook Twitter YouTube LinkedIn
   
   
 

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.