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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

July 2020

Getting Your Grad to Financial Freedom

Is your child close to college graduation? In uncertain times, Elaine King, CFP® has these surefire tips to .

Five Financial Strategies for Women

Data shows the pandemic is having a more negative financial impact on women than men. CNBC has ways

Do-It-Yourself Monthly Audit

You may be able to uncover extra money in your monthly budget. MarketWatch provides tips to help you increase your bottom line .

Climb the Steps to Financial Success

Look ahead. Stay committed. Financial planning shouldn’t be difficult. Bill Schretter, CFP® has .

No More Excuses, Time to Invest

It doesn’t matter where you start. Just start. Investing is right for everyone. CNBC + Acorns explains how .

Noteworthy

Hedge /hej/ –

an investment to reduce the risk of adverse price movements in an asset, normally consists of taking an offsetting position in a related security.

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Copyright © 2020, 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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