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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

December 2019

Stop Wasting Money

No matter who you are, reducing wasteful spending is always beneficial. CFP Board Ambassador Bill Schretter, CFP® contributes his top 10 tips to help individuals and business owners

Finish the Year Financially Strong

With 2020 right around the corner it’s important to make sure your finances are in order. CNBC provides 6 steps to help you ring in the New Year on the best financial foot.

Women: Take Charge of Your Finances

It’s time for women to become more confident investing their money. The Boston Globe outlines 9 things women can do to

Protect Your Credit Cards Online

’Tis the season for online shopping, making the chances of credit card theft extremely high. CFP Board Ambassador Marguerita Cheng, CFP® shares her tips to help

Giving Back on a Budget

For many millennials giving back is extremely important, but fitting it into a budget can be tricky. Chicago Tribune shows how you can support a cause regardless of your income.

Noteworthy

friction cost \ᶦfrik-shən ᶦkost

The total direct and indirect costs associated executing a financial transaction; the broadest calculation an investor can use when considering a potential transaction.

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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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