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CFP - Certified Financial Planner - Newsletter
Jill Schlesinger

From CFP Board’s Senior Ambassador

A Well-Planned Estate: The Gift That Keeps on Giving

College graduation is the perfect time for families to revisit their estate plans. To begin, you’ll need to gather a few basic documents. Senior Ambassador Jill Schlesinger, CFP® explains… Read More




What Kind of Adviser Should I Work With?

Many people seek help when they have a problem, for example: how to pay for college or fund retirement. CFP® pros have completed extensive training and experience and can help you achieve your goals… Read More


Financial Planning for Your Retirement


Changing Jobs? Don’t Delay Your 401(k)

When changing jobs, don't forget about the money you've stashed in your former employer's 401(k) plan. Rianka Dorsainvil, CFP® explains how savers can keep their old 401(k) account, roll funds into a new 401(k) or an IRA, or cash out… Read More


7 Steps to Help You Prepare for an Early Retirement

If your goal is retiring before age 50, the time to start laying the groundwork is now. CFP® pros share steps aspiring early retirees should implement right away… Read More


Financial Planning for Your Life Now


Financial Tricks & Tips

Make your everyday financial life easier with these do-it-yourself hacks from Liz Weston, CFP®… Read More


Social Security Benefits for Same-Sex Couples

Married same-sex couple have 81 options to claim Social Security benefits. CFP Board Ambassador Neal Van Zutphen, CFP® weighs in on what to consider when developing a game plan… Read More


Money Management Tips for Newlyweds

It’s wedding season. Jeremy Walter, CFP® offers priceless advice for newlyweds to start off on the right financial foot together… Read More


Financial Planning for Women


Women in Retirement: Financial Planning Obstacles

There are certain difficulties women already face in saving for retirement, particularly the gender pay gap, and the chance that they will outlive their partners. Mark Sievers, CFP® explains what to carefully consider when planning for retirement… Read More


Financial Planning for Your Children


Summer Fun Without Smashing the Piggy Bank

Struggling to find summer activities? CFP Board Ambassador Lynn Ballou, CFP® shares five frugal ideas for fun with your kids that won’t break the bank… Read More


Steps to Saving: Teaching Your Children Healthy Habits

Eric Hutchinson, CFP® offers 7 tips to help your child develop a lifetime emergency fund and create healthy financial habits… Read More




"Let's Talk Planning" Blog


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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.