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Prospective Homeowners: To Buy or Not To Buy Your First Home
By Marty Reid, CFP®
Uncertain about buying you first home? Prospective homebuyers should read these top five reasons to make the investment in a home.
Tax Preparation Checklist: Lessons from Your 2017 Tax Return
By Senior CFP Board Ambassador Jill Schlesinger, CFP®
What can you learn from your 2017 tax return? Jill Schlesinger, CFP® shares lessons that will help you prepare for filing your taxes next year.
Wealth Management 101: Financial Plan vs Investment Plan
By CFP Board Ambassador Troy Jones, CFP®
Discover the difference between an investment plan and a financial plan. A dedicated CFP® professional can help you manage these integral pieces of a successful financial future.
Retirement Tips: My IRA Contribution Limits
By CFP Board Ambassador Joseph Kelly, CFP®
Find out how much you can contribute to your IRA. A CFP® professional can provide contribution suggestions and other retirement savings tips.
Financial Documents After Tax Season: What to Keep and What to Shred
by Senior CFP Board Ambassador Jill Schlesinger, CFP®
It's time for 2018 financial spring cleaning! A CFP® professional can help you decide which financial documents to keep and which to shred.
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