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July 2019

Join the FIRE Movement

The concept of Financial Independence Retire Early has been around since the ’90s, but Jeanne Fisher, CFP® explores why this approach to finance has recently become so hot.

Take Your Retirement With You

Are you looking for a new job or in the process of switching careers? CNBC addresses what you need to know to during this transition.

Save Money Now

There’s no time like the present. Markets Insider shares why it’s important to be saving not only when you have plans, but for your future in general.

Don’t Ignore the Three D’s

Life can be unpredictable – especially when it comes to death, disability and divorce. Carina Diamond, CFP® explains how to take an active role in preparing your finances for the challenges that may lie ahead.

Finances for Divorced Parents

Successful co-parenting includes how you handle financial discussions and decisions. Fortunately, CNBC has provided tips to help ensure your children are set up for financial success.


annuity /əˈn(y)o͞oədē/ –

An account into which one makes contributions and receives either immediate or future payments. Usually used as a source of retirement income.



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.