Life Transitions
The major changes during your life often necessitate a review of your financial plans. Such events include graduating from college, getting your first job, getting married (or divorced), having kids, buying a house, sending your kids to college, having grandkids and retiring.
From Service to Stability: Essential Financial Planning Tips for Veterans
While service members are focused on protecting our country, securing your financial future is equally important. Military veterans face a unique financial landscape, balancing new careers, healthcare needs, accessing benefits and building stability after service.
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A CFP® professional – a financial advisor who has earned CFP® certification – can assist you in many areas of financial planning, providing holistic advice and behavioral coaching. CFP® professionals work on all the elements of comprehensive financial planning.
Perhaps you are facing financial challenges but have never worked with a financial planner. Maybe you are asking yourself whether you need help with your finances. CFP® professionals are qualified, experienced, and skilled at working with clients and sharing financial advice during life’s many transitions.
Once you’ve graduated from college it is important to focus on tactics to increase savings. These tips will help build good financial habits early on.
Has your mother been significantly involved in the big financial decisions with your Dad, or does he handle them on his own? Does she meet with financial advisers or brokers? Does she know where all the money is kept?
Major events like the COVID-19 pandemic highlight the importance of informed financial planning and investing. Big events outside of our control can serve as a reminder to plan for a more financially stable future. Likewise, key life transitions can also awaken a need for financial planning.
If you are providing support to an adult child and you aren’t sure if you can afford to do so, you may want to check in with a CFP® professional to be sure you are on track. Use the Find a CFP® Professional tool to locate an advisor.
Common mistakes to avoid when working with your financial advisor.
Guidance on how to take an active role in your finances together.
Every decision you make as part of your career change should be viewed from the lens of your personal financial needs both today and for the long run.
Here are seven important answers to the most frequently asked questions about CFP® professionals.