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
Tips to Establish a Strong Financial Footing Upon Graduation
The best way to prepare for life after graduation is to begin to plan before you graduate. To establish a strong financial footing, you’ll need to answer a couple of key questions: Where will I live? How will I pay for my lifestyle?
Financial Strategies to Help Single Parents Plan for the Future
There are various financial strategies that can help single parents plan for the future. One key to having a successful single parenting life is to create a financial plan and stick to it. Working with a CERTIFIED FINANCIAL PLANNER™ professional can be a great way to start reaching your financial goals.
Budgeting to Best Serve Family Members with Disabilities
There are some tips that can help you budget efficiently to serve family members with disabilities, but before considering specific budgeting guidelines, families want to make sure they take advantage of help that’s available in dealing with the cost of disability.
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.