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CFP - Certified Financial Planner - Newsletter
WHY FINANCIAL PLANNING WORKS WORKING WITH A FINANCIAL PLANNER CHOOSE A CFP® PROFESSIONAL FINANCIAL PLANNING RESOURCES
LET’S MAKE A PLAN JULY 2015 EDITION
Eleanor Blayney

From CFP Board’s Consumer Advocate

Is It Time to Add Real Estate to Your Portfolio?

Without forgetting the sobering lessons from the real estate bubble, is it time for you to add investment property to your portfolio? The answer may be yes, as long as you fully appreciate the unique aspects of owning real estate as an investment. You need to understand what real estate IS and what it IS NOT… Read More

Hiring a CERTIFIED FINANCIAL PLANNER™ Professional

Take Personal Values Into Consideration When Working With an Adviser

Considering hiring a CFP® professional to get a plan in place? Keep in mind that a rewarding financial plan requires a strong foundation based on personal values, says Alan Weiss, CFP®Read More

Financial Planning for Your Retirement

Planning for an Unexpected Early Retirement

A major life event could force you to retire five to 10 years early. But just because retirement can be unexpected doesn’t mean that it has to be unplanned, says Marilyn Timbers, CFP®Read More

4 Facts to Keep in Mind About Social Security

The decisions you make about your Social Security benefits could have long-lasting consequences that impact your quality of life in retirement. Jacob Gold, CFP® lays out what you need to know… Read More

Financial Planning for Your Life Now

Tips to Help Millennials Pay Off Debt

Are you a millennial whose debt is holding you back from your financial goals? There are options available for paying off debt more cheaply or quickly, says CFP Board Ambassador Douglas Boneparth, CFP®Read More

DIY Financial Planning: Should You Go It Alone?

Though you think you may be perfectly capable of managing your own money, other factors may come into play that could impact your financial planning success. Bonnie Kirchner, CFP® discusses…
Read More

Financial Planning for Women

Building an Emergency Fund: 4 Steps That Women Should Take

Emergency funds are especially important for women, who statistically outlive men but earn less, says Abigail Gunderson, CFP®Read More

Why All Women Must Plan for Retirement

CFP Board Ambassador Cary Carbonaro, CFP® says many women are too conservative with their investments and are making mistakes that are hampering their retirement planning… Read More

Financial Planning for Your Children

Is a 529 Plan the Right College Savings Vehicle for Your Child?

While there are significant benefits to using a 529 Plan, there are possible drawbacks, too. CFP® professionals Lauren Klein and Jason Lina explain how to avoid four potential problems... Read More

Financial Planning Steps Parents Need to Take to Protect Their Kids

Parents juggling work-life balance may be dropping the ball in an important area – financial planning. CFP® professionals Frank Paré and Karin Maloney Stifler explain… Read More

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By considering all aspects of your financial situation, a CFP® professional can help you manage your finances and develop a strategy for meeting your goals.

Most people think all financial planners are “certified,” but this isn’t true. Anyone can call himself a “financial planner.” Only those who have fulfilled the certification and renewal requirements of CFP Board can display the CFP® certification marks, which represent a high level of competency, ethics and professionalism. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in your interest, putting your needs above their own.

Copyright © 2015, 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.