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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.
Budgeting for a Post-Grad Move to a New City
My first words of advice for post-grads include financial planning. The first step will be to plan for your move by budgeting and researching your new city’s cost of living, especially rental costs. When you rent an apartment, the landlord may expect three months of rent upfront: the first month, the final month and a month’s rent to be held as a security deposit. Some landlords may also require renter’s insurance.
The Latest
4 Things for Young Adults to Consider While Creating a Budget
Creating a budget is one way to help alleviate feeling financial stress. The thought of putting together a budget can feel daunting and overwhelming. However, putting together a budget is vital to creating financial awareness, confidence and security and helping you achieve your goals. Read on for four tips to consider when creating your budget.
5 Tips to Help Young Professionals Navigate Tax Season: Prepare for Your Tax Return
As a young professional, you might be filing taxes for a full-time job for the first time. Dealing with taxes can be scary, but CFP Board has some tips that make your first tax season easier to navigate. Don’t let your tax return and various tax forms overwhelm you.
Rent or Own? What Gen Z Should Know Before Living on Their Own for the First Time
Conventional wisdom has long been that it’s better to own than rent, but this may not be true for everyone — especially members of Gen Z who are out on their own for the first time in their lives.
Tips for Individuals Planning on Adopting
If you are a parent or parents who are planning to adopt, here are some ideas to help you navigate your decision. Adopting a child offers the promise of a lifetime of possible returns that are immeasurable in financial terms. But the upfront costs of adopting could be substantial.
How to Plan a Romantic Getaway With Your Significant Other
As we emerge from the COVID-19 pandemic, there seems to be a new travel trend. We used to save vacations for summertime, but we now see people traveling more at off-peak season. When planning to travel it is important to set a budget to ensure you don’t overspend.
World Financial Planning Day: How to Prepare for Your First Meeting with a Financial Planner
Meeting with a financial planner for the first time can be fraught with anxiety. The more information provided in the initial meeting, the more meaningful the discussion will be. A good financial planner can process this information and lay out a clear path of how they can assist you.
Is It Too Early for Gen Z to Start Considering Retirement?
Is it too early for Gen Z workers to begin to plan for retirement? The simple answer is no. It is never too early to plan for retirement. Your early retirement contributions are some of your most important.
What the Latino Community Should Know Before Working With a Financial Planner
The Latinx community often focuses on taking care of the family as a unit. I recommend that you introduce your financial planner to your family early in the process. By bringing your family into the equation, you will accelerate the relationship you are building with your financial planner.
How to Start Budgeting for the Upcoming School Year
It is important to start budgeting for the upcoming school year if you want to start building a solid financial footing ahead of graduation. To do that, you’ll want to take time to prepare your finances before the school year begins. Creating a thoughtful budget and basic financial plan is a great place to start.
Tips to Navigate the Benefits at Your First Job
Congratulations on landing your first full-time job! Now that you’ve joined the workforce, it’s important to understand the benefits provided by your employer and how they can help your financial plan. Your employer may offer many different types of benefits, and we’ll discuss a few of them here.