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
How Servicemembers Can Prepare Their Family’s Finances Before the Mission Begins
Deployment is a pivotal time requiring proactive financial preparation for you and your family. Before shipping out for duty, you can take actions to build financial support and stability. Here are some ways to secure your family’s financial future.
Thoughtful Business Succession Planning: Strategies for Selling & Transitioning Your Business
Discover key strategies for successful business succession planning. Learn how to value your business, find buyers, and ensure a smooth transition to preserve your legacy.
Building Wealth Beyond Equal Pay: Financial Strategies for Women's Empowerment and Independence
Celebrate International Women's Day by exploring financial strategies that empower women to build wealth, achieve financial independence, and overcome the wage gap. Learn how to invest, diversify income, and plan for long-term financial growth.
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.