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Retirement Planning

A common financial goal is to afford a comfortable retirement. But that takes planning. Retirement planning includes taking advantage of your saving and investing opportunities through the years, estimating your expenses in retirement, and preparing to have enough money to cover those costs for your lifetime.

Looking for a Financial Planner to Plan Your Retirement Income? Ask These 3 Questions

Due to the decreased use of pensions, baby boomers are the first generation in history with the freedom — and responsibility — to fund their own retirement, which could last upwards of 30 years. The question: “How to make one’s money work for them when they are done working for their money?” has never been more important.

The Latest

Retirement Today and Tomorrow Why the Rule Needs a Revamp For Greater Savings

Retirement Today and Tomorrow: Why the 4% Rule Needs a Revamp

Close to Retirement Here Are 3 Things You Can Do To Prepare For Retirement Expenses

Close to Retirement? Here Are 3 Questions to Consider

Why You Should Have a Mid-year Check-in With Your CFP® Professional

A Deep Dive Into the Thrift Savings Plan for Military Service Members and Government Employees

International Women's Day

International Women's Day: Financial Planning for Women Nearing Retirement

Avoiding Capital Gains Tax When Converting Single Stock Concentration Into Diversification

SECURE Act 2.0 What Workers Need to Know About Retirement Savings

SECURE 2 0 Act What Workers Need to Know About Retirement Savings

Is It Too Early for Gen Z to Start Considering Retirement?

What’s Next on Your Retiree Bucket List?

What’s Next on Your Retiree Bucket List?

How Active-Duty Military and Veterans Can Secure Their Retirement Benefits

Find a CFP® Professional

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These terms and conditions govern your use of the Find a CFP® Professional Search feature on Certified Financial Planner Board of Standards, Inc.’s (“CFP Board”) Let’s Make a Plan website (www.LetsMakeAPlan.org).

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CFP Board publishes the Find a CFP® Professional as a reference source about CFP® professionals in the United States. It does not include all CFP® professionals – only those who choose to be included.

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It is your responsibility to ask the CFP® professional about his or her experience. You should interview and evaluate several financial professionals to find the one who is right for you. You will want to select a competent, qualified professional with whom you feel comfortable and who suits your financial planning needs. For sample questions to ask when interviewing a financial advisor, visit www.LetsMakeAPlan.org.

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