View this newsletter in your browser


CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

4 Ways to Keep a Cool Head in a Hot Housing Market

In today’s market, there is a shortage of homes for first-time buyers. Senior CFP Board Ambassador Jill Schlesinger, CFP® shares steps that may improve your odds of finding your ‘Home Sweet Home’… Read More


Financial Planning for Your Retirement


Baby Boomers: Managing Money in the Golden Years

For many who have retired or will be retiring in the years to come, outliving their nest egg may be a potential risk. CFP Board Ambassador Michael Guillemette, CFP® explains how Baby Boomers can navigate the financial markets… Read More


Taxes Can Be a Real Threat to Your Retirement

Many retirees inadvertently end up with a tax plan that’s upside-down from what would be best for them. Michael Yoder, CFP® discusses asset allocation and how to maintain a well-balanced portfolio in retirement… Read More


Financial Planning for Your Life Now


Financial Commandments for New Professionals

Moving, job hunting, and managing student loans can be a challenge in your early 20s. Tyler Dolan, CFP® discusses five commandments to help new professionals navigate their financial world… Read More


Rid Your Post-Grad Stress: Pay Down Debt

A majority of college seniors crossed the graduation stage with some sort of debt. CFP Board Ambassador Marguerita Cheng, CFP® says there are ways to alleviate the stress and pay it down… Read More


5 Steps to Prepare for Career Opportunity

If you need to cope with the sudden loss of a job because of a layoff or find that a job feels untenable, you’ll find the financial plan you created in advance to be invaluable, says CFP Board Ambassador Bill Schretter, CFP®… Read More


Financial Planning for Women


Women in Retirement: Reduce Your Risk of Running Out of Money

Many women may not realize just how long they may live in retirement. Beth Andrews, CFP® suggests steps they should consider to avoid running out of money in their golden years… Read More


Navigating Wedding Finances with Divorced Parents: Tips for Brides

Planning a wedding is stressful. When your parents are divorced, it’s even more challenging. Kimberly Foss, CFP® provides her take on how to best communicate with both parents during this time… Read More


Financial Planning for Your Children


Summer Jobs Can Teach Your Teens Memorable Money Lessons

Summer and seasonal jobs for teenagers mean more than just a paycheck. Laura Medigovich, CFP® explains how they provide lessons in money management skills in addition to real-world experiences…Read More


Financial Tips for Your Growing Family

Are you a new parent or expecting soon? Eric Flick, CFP® shares six financial items to consider as your family grows… Read More




"Let's Talk Planning" Blog


Follow Us:

Facebook Twitter YouTube LinkedIn

By considering all aspects of your financial situation, a CFP® professional can help you manage your finances and develop a strategy for meeting your goals.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in your interest, putting your needs above their own.

Copyright © 2017, Certified Financial Planner Board of Standards, Inc.


CFP Board owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.