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
Preparing Your Finances for a New Administration
As a new president takes office, leadership changes bring a mix of optimism, uncertainty and speculation about what lies ahead for taxes, health care, investments and more. While no one can predict exactly how policies will unfold, taking a proactive approach can help you navigate these political transitions with confidence.
Hot Flashes and High Costs: The Financial Side of Menopause
Menopause is an inevitable journey for women, and planning can make all the difference to your health and finances. Remember, you’re not alone — there are experts who specialize in managing menopausal symptoms and can guide you through the process.
Forget Resolutions: Set Financial Intentions for a Prosperous New Year
Understanding our financial intentions is crucial because it allows us to set goals that truly matter to us. When our goals align with our deeper intentions, we are more likely to stay motivated and achieve them.
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.