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
Taking the (Life) Journey from Investing to Financial Planning
With a quick internet search, you’ll have no problem finding the basic principles and benefits of investing. Investing gives you the opportunity for financial gain but also the risk of losses. Investing usually has a higher potential for growth over the long term.
What LGBTQ+ Needs to Know Before Incorporating Insurance in a Financial Plan
Insurance should be accessible to everyone. All lesbian, gay, bisexual, transgender, questioning, and/or queer (LGBTQ+) people should be able to purchase insurance policies without issues, but we know that this is not the experience in our community. The meta description has a nice length.
How to Spend, Save and Invest an Inheritance
Research shows that people save about half their inheritance, and they spend, donate or lose (via investing) the rest. Often a person’s first thoughts after receiving an inheritance it to pay off existing debt or to make a large purchase.
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.