CFP® professionals are committed to helping their clients navigate the financial impact of the coronavirus crisis. To help you protect and manage your finances during this stressful time, CFP Board has gathered the articles and resources below from a range of reputable sources. New resources will be added regularly, so check back often.

If you want help navigating your finances through these trying times, you can use our “Find a CFP® Professional” tool to contact a CFP® professional who can help you secure your financial future.



Get Details on COVID-19 Tax Relief offers a dedicated section on coronavirus-related tax relief, including information on stimulus payments. You can use the “Get My Payment” tool to check the status of a stimulus payment and find details on the extended federal tax-filing deadline of July 15.


State by State Guide for Reopening Plans

Some states are starting to lift stay-at-home orders, while other states are extending them. Check CNN’s state-by-state guide to see where your state stands on plans to reopen.


FAQ on Student Loan Relief

The Consumer Financial Protection Bureau offers answers to frequently asked questions about the measures in effect to help student loan borrowers. Find out more about which loans qualify for the temporary 0% interest rate and suspension of payments, as well as more details about how these measures affect loan repayments.


Beware Coronavirus Pandemic Scams

Consumer complaints to the Federal Trade Commission related to COVID-19 have spiked in recent weeks. If you think a scammer is targeting you, don’t give out personal details or your financial information. You can learn more about scams to avoid and report any type of fraud at the FTC’s website devoted to COVID-19 information.


Filing for Unemployment Benefits

If you or a loved one are suffering from a job loss, the Department of Labor offers information on filing for unemployment insurance. Learn more about who is eligible and how to apply, as well as find links to state unemployment insurance programs.


Relief for Small Business Owners

Small businesses have been hit hard by the COVID-19 crisis. The Small Business Administration offers multiple funding programs to provide relief, including several new temporary programs established by the CARES Act.



Should You Rebalance Your Portfolio?

With the markets going on a wild ride in 2020, Morningstar’s Director of Personal Finance Christine Benz explains the why and how of rebalancing a portfolio—and whether investors should consider rebalancing their portfolios now.


Rules to Know If You Tap Your IRA During the Pandemic

If you take a coronavirus-related distribution from a traditional or Roth IRA, you get more time to return the money back to the retirement account, says IRA expert Ed Slott. On, he explains the special economic hardship rules for these distributions.


Finding Affordable Health Care Coverage

If you have lost your employer health insurance, you have several options to choose from for health insurance. Kiplinger’s offers a guide to help assess your choices.


Get a Better Deal on Car Insurance

Even though many auto insurers gave policyholders a rebate on premiums because of the pandemic, you may still be overpaying for car insurance. offers guidance on how to get the lowest rates.


Don’t Throw Out Your Stimulus Debit Card

If you haven’t received your stimulus payment yet, be careful when sorting your mail. A stimulus prepaid debit card addressed to you in a plain envelope may be hiding among the junk mail you toss out. shows you what the card looks like and answers other common questions about the stimulus prepaid cards.


Last-Minute Tax Tips for July Tax Deadline

As a result of the coronavirus crisis, the IRS extended the tax filing deadline for 2019 federal tax returns to July 15. CFP Board Ambassador Lynn Ballou, CFP® offers five key tax planning tips to help you prepare your return as the deadline approaches.


Getting Long-Term Care Insurance During the Pandemic

U.S. News answers some frequently asked questions about qualifying for long-term care insurance in these trying times.


6 Ways to Get a Stimulus Payment in 2021

Many people have received their stimulus payments from Uncle Sam this year. But for those who missed out on getting stimulus money now, AARP explains six ways you may be able to claim stimulus money next year when filing your 2020 federal tax return.


Tips to Appeal College Financial-Aid Decisions

The coronavirus crisis will make it easier for parents to make a case for more money, but competition for aid will be greater. The Wall Street Journal lays out steps that can help you through the appeals process.


Don’t Touch Your 401(k)

Market volatility may have you worried about the state of your nest egg. But if you don’t need the money in the next 24 months, CFP Board Ambassador Elaine King, CFP® spells out in this Business Insider article why most people should leave their 401(k)s alone.


Maximize an HSA During the Pandemic

CNBC looks at various ways that you can utilize a tax-advantaged health savings account during the coronavirus crisis. You can now use the account to pay for more types of expenses, such as over-the-counter medicine, while the unemployed can use HSA money to pay for health insurance premiums, including COBRA. And if you’ve been delaying reimbursement for eligible expenses from your HSA, now may be the time to do so if you need cash.


Costs to Consider When Adopting a Pet

During the coronavirus crisis, animal shelters and rescue groups have reported an uptick in pet adoptions. While the experience of adopting a pet is priceless, U.S. News offers advice on preparing for the costs of pet ownership, from initial supplies to veterinarian visits.


What to Do If You Already Took a 2020 RMD

The CARES Act waived required minimum distributions from retirement accounts for 2020. But says all is not lost if you already took your RMD before the new law was enacted. Here’s what you need to know if you want to put the money back into your retirement account.


CARES Act Expands Tax Deductions for Charitable Giving

The COVID-19 crisis has created a need for help of all kinds. The CARES Act encourages charitable giving by providing additional tax relief for donors this tax year. Kiplinger’s explains how the new law offers incentives to both taxpayers who itemize deductions and those who take the standard deduction.


Review Your Life Insurance

If you haven’t taken a look at your life insurance policy recently, now may be the time so you can ensure you have enough coverage. U.S. News answers some common questions about coronavirus and life insurance.


Get Your Estate Planning Documents in Order

The COVID-19 crisis is a sad reminder that it’s important to have your wishes spelled out to protect your loved ones and your assets in the event you become incapacitated or pass away. U.S. News’ Susannah Snider, CFP® lays out the steps to building an estate plan.


Claiming Social Security in a Pandemic

Older workers who suddenly become unemployed may consider whether they should claim Social Security benefits earlier than they planned. The New York Times looks at the pros and cons of different strategies for claiming benefits during the pandemic.


Get a Free Credit Report Every Week

Watching your credit report like a hawk just got easier. Instead of just once a year, the three major credit bureaus are now allowing consumers to access their credit reports free every week at until April 2021. Her Money explains how you can maximize the increased access to your credit information.


Tapping Home Equity Gets Tougher

Homeowners who need cash may consider applying for a home equity line of credit. But the pandemic has made getting approved for a HELOC harder as banks tighten their credit standards and the amounts they are willing to lend. tells you what to expect if you want to draw on your home equity.


Furlough Versus Layoff: What You Need to Know

Millions of Americans are being furloughed or laid off from their jobs. Fortune details what workers in both situations need to know about their rights and benefits.



How the Coronavirus Crisis Affects Retirement Planning

On Morningstar’s “The Long View” podcast, Jonathan Guyton, CFP® discusses the benefits of Treasuries in retirement, implementing a flexible portfolio withdrawal strategy and weighing the decision to do a Roth conversion in 2020.


Repercussions of Historically Low Interest Rates

With interest rates likely to remain near zero for the foreseeable future, the hosts of Kiplinger’s “Your Money’s Worth” podcast chat with’s Greg McBride about what a prolonged period of low interest rates means for borrowers and savers.


CARES Act Affects Rules for Retirement Accounts

In The Street’s “Retirement Daily” podcast, Editor Robert Powell, CFP® talks with retirement plan expert Denise Appleby about how the CARES Act affects the rules for retirement accounts, from the new law’s 2020 RMD waiver and provisions that make it easier to tap retirement accounts early.


Dealing with Stock Market Uncertainty

Investors have experienced a rough ride in recent months. In this panel discussion, CFP Board Ambassador David Holland, CFP®; Amy Hubble, CFP®; Cary Carbonaro, CFP®; and Elizabeth Hand, CFP® offer guidance on how to handle stock market gyrations.