View this newsletter in your browser


CFP - Certified Financial Planner - Newsletter
Eleanor Blayney

From CFP Board’s Consumer Advocate

Global Market Volatility: How to Stay in and Weather the Storm

The best response to a big plunge in the stock market is to do nothing. Just three days after Brexit, markets started to climb again. But for those still itching to make some kind of move, consider the following financial planning strategies… Read More




Guide to Researching a Financial Advisor

Smart investors check the background of anyone providing financial or investment guidance, says Kathryn Hauer, CFP®. Searching an industry database, like that of CFP Board, is a good place to start… Read More


Financial Planning for Your Retirement


Tax Perks for High Earning Retirement Savers

Individuals earning six-figure salaries may still qualify for tax breaks. CFP® pros weigh in on the incentives available for retirement savers… Read More


Tips for Planning to Retire With $1 Million Saved

Todd Rustman, CFP® explains how to save for retirement and achieve the seven-figure number… Read More


Financial Planning for Your Life Now


A 401(k) Primer For Recent Grads

401… what? No shame if that’s the first thought that comes to mind when presented with this benefit at your first job post-graduation. Brian McCann CFP® discusses the basics… Read More


Plan Ahead With Your Next Paycheck

When your paycheck comes in it can be difficult to determine what to save versus what to spend. Mary Beth Storjohann, CFP® offers tips for planning ahead… Read More


Christmas In July: Consider Donating To Charities Now

The end of the year is often a scramble to make last-minute charitable gifts in an effort to boost annual tax deductions. CFP® pros discuss how you can get ahead of the rush… Read More


Financial Planning for Women


Planning for the Specific Financial Needs Of Women

The basics of good financial planning are the same for both sexes, but women often face particular lifestyle and economic issues that require special consideration. Dorie Fain, CFP® weighs in… Read More


Financial Planning for Your Children


How to Plan for the Costs of Adoption

The adoption process is a journey that can be financially challenging. CFP Board Ambassador Marguerita Cheng, CFP® offers financial advice to individuals opening their home and their hearts… Read More


Giving Your Child Money Guidance After Their Marriage Milestone

If your child recently said “I do,” be sure to give them the greatest gift: a solid financial planning start. Sandi Weaver, CFP® shares considerations you can offer them… Read More




"Let's Talk Planning" Blog


Follow Us:

Facebook Twitter YouTube LinkedIn

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 © 2016, 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.