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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

January 2020

2020 Vision on Finances

The start of a new year means setting goals, including ones for your finances. CFP Board Ambassador Steven Podnos, CFP® walks through how to .

Holiday Spending Gone Too Far?

With all of the shopping that takes place during the holidays, it’s easy to rack up high credit card debt. The New York Times shares tips on paying down your balance and

Renting vs. Buying

Many variables factor into whether buying a home or renting is right for you. CFP Board Ambassador Steve Repack, CFP®, provides insights to .

What to Expect Financially When Expecting

Not sure how becoming a new parent will affect your finances? Follow these 10 tips from Business Insider on helping you .

Don’t Let a Breakup Break the Bank

Divorce is stressful and can leave some women feeling vulnerable. Kiplinger shares steps women can take to .

Noteworthy

liquidity /liˈk-wid-ə-de/

Referring to how quickly an asset can be converted into cash.

 
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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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