Financial Topics
Find timely, insightful and exclusive content written by CFP® professionals covering important and popular financial planning topics focused on consumer interests.
Latest Articles
Financial Literacy: Why it’s Important at Every Age
We think of adulthood as beginning with the conclusion of our formal education. Millions of people today are entering adulthood with impressive degrees, but virtually no financial literacy.
The Value of Financial Planning During Major Life Events
Major events like the COVID-19 pandemic highlight the importance of informed financial planning and investing. Big events outside of our control can serve as a reminder to plan for a more financially stable future. Likewise, key life transitions can also awaken a need for financial planning.
Succession Planning in the "New Normal": Strategies for Small Business Owners Looking to Retire During the Pandemic
The COVID-19 Pandemic has clearly added a great deal of complexity to small business owners who wish to retire and monetize their life’s work.
Life Stages
Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a holistic financial plan that is designed to support your goals as they evolve over the years.
CFP® professionals meet rigorous financial planning education, experience and ethical standards, and they have made a commitment to CFP Board to act in your best interests, at all times when providing you financial advice or financial planning services, to help you reach your financial goals for a more secure tomorrow.
Starting Out
It’s never too early to get on the path to reach your financial goals. A CFP® professional can equip you with the tools to start out on the right foot.
Settling Down
Don’t tackle life’s big decisions alone. Start building a relationship with a CFP® professional who can help you create a roadmap to achieve your financial goals.
Entering Midlife
Is long-term planning on your mind? Seek advice from a CFP® professional to help you prioritize your financial planning to-do list.
Near Retirement
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.
Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.