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 to Tackle Debt: From the Red Zone to Financial Freedom
Becoming debt-free might sound sexy, but don’t confuse it with financial freedom. True freedom comes from knowing what you want to do after the debt is gone. Without a clear vision and a solid financial plan, you might be trading one burden for another.
Financial Considerations for a Destination Wedding
Planning a wedding is an exciting experience that celebrates love and commitment while marking a significant life milestone. However, this exciting time also comes with financial considerations, from choosing between a local ceremony or a destination wedding to managing the overall budget.
Planning for the Arrival of a Child: Embracing Life’s Surprises and Financial Preparedness
The journey to parenthood is unpredictable, but embracing change and staying adaptable can make the experience more manageable and enjoyable. As you prepare for the arrival of your little one, remember that no financial plan is foolproof.
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.