Risk Management
Risk management includes steps you can take to minimize the risks to your financial plans—not just stock market risk, but also inflation risk and longevity risk. It also includes protecting your finances from other risks—such as the risk to your family if you die early and your income stops, or you become sick and injured and unable to work, or that your home or car will be damaged in a disaster or accident. Insurance can help you manage these risks.
Navigating Financial Uncertainty: A Guide for Federal Employees
Discover practical financial strategies for federal employees facing uncertainty. Learn how to assess your finances, create a contingency budget, and plan for retirement and health insurance in challenging times.
The Latest
Social media 'fin-fluencers' offer financial advice, but not all guidance is trustworthy. Learn how to evaluate sources, spot red flags, and consider professional help for personalized financial planning.
Discover why breaking old financial habits is harder than it seems and learn practical strategies to reset your money mindset. Spring-clean your finances with actionable tips from CFP® Jasmine Renae Ball.
Building out a passive income stream can be an exciting and life changing event. It is just so important that you do it right and be smart about it! Working with a CFP® professional can help provide the guidance needed to set you on that path to financial success.
Homeowners insurance helps protect valuable assets including your home and possessions. Before purchasing a policy, it's essential to understand what your homeowners insurance covers. Your insurance company will help you determine that amount of coverage since they know the current labor and materials costs based on your property.
The recent GameStop trading frenzy delivers a strong message to consumers about the risks of investing without a sound financial plan.
In the post-election period, don't just focus on short-term moves, but consider steps that will help you reach financial success in the long term, too.
Working with a CFP® professional can help you build a financial plan so you can achieve your life goals and dreams.
Here are seven important answers to the most frequently asked questions about CFP® professionals.
A CFP® professional can you help you prepare for retirement and protect your financial plan through economic volatility.
Remember, even though you cannot control the markets, the news cycles and the economies, you can control your behavior, actions and responses.