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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

August 2019

Invest for Success

Investing? Follow these tips from CFP Board Ambassador Scott Ward, CFP® and find what works for you by talking to a CFP® professional.

Don’t Let Vices Lead to Debt

Small purchases on daily splurges can add up to big spending. CNBC shares how to put a plan in place to

Educate Your Kids on College Costs

College is becoming increasingly more expensive. USA Today encourages setting realistic expectations with your children when it comes to financing school.

Are Your Finances in Order?

Want to save more money but don’t know where to start? Take a look at your current cash flow and make these adjustments recommended by Kiplinger.

Take Control of Student Loan Debt

Student loan debt can be overwhelming and scary. Thankfully, CFP Board Ambassador Marguerita Cheng, CFP® shares her tips on how to

Noteworthy

ESA \ᶦe ᶦes ᶦa\ –

An investment account to which parents make contributions for a child under age 18. Funds can to be used for tuition, books and uniforms at the elementary, secondary and higher education levels and can be withdrawn tax-free.

 

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Copyright © 2019, 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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