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February 2019

Welcome to the new-and-improved eNewsletter from LetsMakeAPlan.org! We’re pleased to continue to bring you the latest and greatest tips and advice from CERTIFIED FINANCIAL PLANNER™ professionals, and hope you enjoy the new format featuring five articles that will help you on the road to financial security each and every month.

Say “I do” to Joint Finances

Relationships are all about teamwork. Are you being a team player when it comes to money? JJ Burns, CFP®, discusses 3 topics to help couples mutually manage funds.

Never Too Young for Financial Planning

There is no age restriction on organizing finances or saving for the future – in fact, the earlier you start, the better. In Forbes, David Rae, CFP®, offers five financial habits everyone in his or her 20s should establish to

Keep Your Eyes on the Prize

In your busy life, it’s essential to stay focused on the success of your financial future. Neal Van Zutphen, CFP®, breaks down what to prioritize to

One Retirement Savings “Must”

Saving for retirement doesn’t have to be stressful; it can even be set up to happen automatically. Money discusses the simple savings technique that everybody needs to be doing.

Protect Assets at All Costs

Planning is critical, especially when it comes to unforeseen circumstances that could affect your finances. With the future being so unpredictable, Cary Carbonaro, CFP®, discusses how to , in HerMoney.


bunching (/bɘn(t)SH-ING –

giving the same amount of charitable contributions as you would in a two-year timeframe in one tax year



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.