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FIVE INSIGHTS FOR
YOUR PLAN THIS MONTH

June 2020

How Effectively Are You Using Your Financial Planner?

Are you using your financial planner to his or her fullest potential? CFP Board Ambassador Dan Forbes, CFP® shares tips on how to .

Navigate the Pandemic’s Financial Impact

Don’t panic! CFP Board Ambassador Marguerita Cheng, CFP® shares six steps you and your family can take during this uncertain time to .

Stress Less Over Money Mistakes

Worry less about financial mistakes: everyone makes them. The important thing is to stay calm. NerdWallet is here to walk you through what to do in those .

Pay Down Student Loan Debt More Effectively

Debt from student loans can negatively affect scholars at all income levels. CFP Board Ambassador Scott Ward, CFP® shares his tips on managing cash flow to .

Helping Your Parents Plan for Retirement

Changes to the economy might make it necessary for you to talk to your parents about adjusting their retirement plans. HerMoney has tips on how to .

Noteworthy

equity /ˈekwədē/ –

the value of the shares issued by a company.

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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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