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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

April 2020

Extended Deadline Tax Filing Tips

With the deadline for filing taxes now July 15, CFP Board Ambassador Lynn Ballou, CFP® shares tips on making make sure you use this extra time wisely.

Use Your Stimulus Check Wisely

Wondering what to do with your stimulus money? Money spoke with financial experts to determine how you can .

Wanted: More Women Financial Planners

Men outnumber women more than 4-to-1 in the financial planning profession. CFP Board Ambassador Laura J. LaTourette, CFP® shares ways women can .

Prepare Yourself for Possible Layoffs

With the uncertainty of potential layoffs, it’s important to have a plan set just in case. CNBC’s Make It provides four steps to for a worst-case scenario.

Retiring Soon? Find Your Financial Advisor

When nearing retirement, it’s important to have someone you trust helping you make smart financial decisions. Kiplinger walks you through .

Noteworthy

liquidity /liˈkwidədē/ –

The ease with which an asset, or security, can be converted into ready cash without affecting its market price.

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Copyright © 2020, 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.

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