-
-
- 0001
-
Toggle Content 2020
-
Toggle Content 2021
-
Toggle Content 2022
-
Toggle Content 2023
-
-
Toggle Content 401k Retirement Plans
-
Toggle Content 529 Education Savings Accounts
-
Toggle Content Asset Allocation
- Banking
-
Toggle Content Budgeting
- 12 Top Notch Spending and Savings Strategies for 2020
- 4 Things for Young Adults to Consider While Creating a Budget
- 5 Tips to Save During Inflation
- 7 Psychology Tips to Improve Your Financial Life
- America Saves Week How to Encourage Your Family to Save
- Budget for Taxes and Refunds
- Budgeting During Retirement
- Budgeting for a Post-Grad Move to a New City
- Budgeting for Wedding and Engagement Expenses
- Budgeting to Best Serve Family Members with Disabilities
- Financial Considerations When Welcoming a Pet Into Your Family
- How to Create a Holiday Budget Without Breaking the Bank
- How to Improve Your Finances in 24 Hours
- How to Plan a Romantic Getaway With Your Significant Other
- How to Plan Ahead for Winter Expenses
- How to Save Money Cutting Expenses
- How to Start Budgeting for the Upcoming School Year
- Spring Cleaning Find Unnecessary Expenses in Your Budget
- Start Budgeting for Your Next Vacation
- The Financial Lessons Kids Can Learn from Summer Jobs
- Why Most Budgets Fail
-
Toggle Content Business Succession Planning
-
Toggle Content Charitable Giving
-
Toggle Content Debt Management
-
Toggle Content Disability Insurance
-
Toggle Content Disaster Recovery
-
Toggle Content Divorce
-
Toggle Content Education Savings
-
Toggle Content Elder Care
-
Toggle Content Emergency Fund
-
Toggle Content Employee Benefits
-
Toggle Content Employer Plans
-
Toggle Content Enjoying Retirement
-
Toggle Content Estate Planning
- 5 Inheritance Mistakes to Avoid
- 5 Steps to Help Pre Plan Your Funeral
- A Guide to the Estate Planning Documents You Need
- Establishing a Positive Financial Legacy The Importance of Estate Planning
- Estate Planning Thinking Beyond Your Immediate Family to Your Chosen Family Interests Pets
- Five Tips for Developing an Estate Plan During National Estate Planning Awareness
- Four Reasons for Women to Have an Estate Plan
- Give Your Graduate an Invaluable Gift A Well-Planned Estate
- Guide to Financial Literacy for the Newly Widowed
- Maintaining Your Estate Plan
- More Than a Will Estate Planning Must Dos
- The Biggest Estate Planning Mistake People Make
- What is Estate Planning - Learn How to Protect Your Heirs When You Are Gone
-
Toggle Content Family Finances
- 3 Steps to Prepare Your College Grad for Financial Independence
- Financial Strategies to Help Single Parents Plan for the Future
- Financial Tips for Supporting Adult Children
- Four Financial Considerations When Preparing for a Baby
- Helping Your Financially Dependent Child Get on Their Own Two Feet
- Helping Your Kids Become Financially Literate
- How to Help Your Mother Manage Her Finances
- Parents with Adult Children at Home Should Ensure Household Finances Work for Everyone
- Preparing Financially for a Baby
- Talking Financial Literacy and Money Management with Your Children
- Three Essential Financial Considerations for New Parents
- Tips for Individuals Planning on Adopting
- Your Family Member Needs A Loan Turn a Tricky Situation Into a Win-Win
-
Toggle Content Fiduciary
-
Toggle Content Financial Planning
- 10 Financial Planning and Tax Strategies to Prepare for 2022
- 10 Simple Financial Planning Steps
- 10 Years Later Lessons from the Financial Crisis of 2008
- 3 Important Personal Finance Goals to Add to Your New Years Resolutions
- 5 Tips to Take Your SMART Financial Goals to the Next Level
- 6 Personal Financial Planning Tips During the COVID-19 Pandemic
- 9 Areas Where Financial Planning Is Important
- Fear Not the Recession
- Financial Literacy Why its Important at Every Age
- Financial Planning Advice for Female Entrepreneurs
- Financial Planning for Future Doctors
- Financial Planning or Financial Guidance - How They Differ
- Financial Planning Strategies When Making a Career Change
- Financial Planning Tips for Military Families Before and During Deployment
- For 2023 Skip the Resolutions and Make a Proclamation
- How a CFP Professional Can Work With You Throughout Your Life
- How to Fit Financial Planning into Your Budget
- How to Plan for Summer Fun Through Financial Planning
- How to Spend Save and Invest an Inheritance
- Lets Make a Plan Preparing for Your First Meeting with a CFP professional
- Managing Your Finances During the COVID19 Crisis
- Most Common Missteps Before Meeting with a Financial Planner
- Strategies to Make the Most of Your Financial Planner Relationship
- The Financial Literacy Basics to Fall Back on During Instability
- The Value of Financial Planning During Major Life Events
- Tips For Success Financial Planning Advice
- To Consolidate or Not To Consolidate Your Student Loan
- What LGBTQ Needs to Know Before Incorporating Insurance in a Financial Plan
- What the Latinx Community Should Know Before Working With a Financial Planner
- What to Consider When Switching to a New Financial Planner
- What to Watch Out for When Seeking Financial Advice From Social Media Influencers
- When Is the Right Time to Begin Working with a Financial Planner
- Work with a CERTIFIED FINANCIAL PLANNER Professional to Reach Your Financial Goals in 2022
- World Financial Planning Day How to Prepare for Your First Meeting with a Financial Planner
- General
-
Toggle Content Government and Military
-
Toggle Content Health Care Planning
- Bad Things Happen to Good People How to Prepare for Medical Emergencies
- Creating a Budget for Your Childs Medical Expenses
- Financial Tips for Health Care Planning
- Hope for the Best Prepare for the Worst Financial Planning for Medical Emergencies
- How to Choose the Right Health Insurance Plan
- How to Plan for Your Parents Future Medical Expenses
-
Toggle Content Health Savings Accounts
-
Toggle Content Higher Education
-
Toggle Content Housing
-
Toggle Content Insurance Planning
-
Toggle Content Intergenerational Planning
-
Toggle Content Investing
- Financial Tips for Building an Art Collection
- Financial Tips for Gen Z Investors in a Bear Market
- GameStop Controversy Reveals Sound Value of Financial Planning
- How Do Mutual Funds Work
- Picking the Best Investments for Your Savings Goals
- Post Election Portfolio Changes
- Taking the life Journey from Investing to Financial Planning
- To Invest or Sell Strategies for Navigating Stock Market Volatility
-
Toggle Content IRAs
-
Toggle Content Life Insurance
-
Toggle Content Life Transitions
-
Toggle Content Long-term Care
-
Toggle Content Medicare
-
Toggle Content Mortgages
-
Toggle Content Planning for Couples
- Financial Planning and Money Management for Blended Couples Over 50
- Getting a Reluctant Partner to See a CFP Professional
- Love and Money 10 Tips for New Partners to Seamlessly Plan Together
- Personal Finance Questions Fiancees Should Discuss Before Tying the Knot
- Surviving Spouse Finances Take Larger Role with Your Money
- What BIPOC Need to Know Before Working with a Financial Planner
-
Toggle Content Planning for LGBTQ Individuals and Couples
-
Toggle Content Real Estate
-
Toggle Content Required Minimum Distributions
-
Toggle Content Retirement Income
-
Toggle Content Retirement Planning
- 10 Things to Know About Retirement
- 5 Low-Risk Investment Tips Retirees Should Consider for Later-in-Life Income
- A Deep Dive Into the Thrift Savings Plan for Military Servicemembers and Government Employees
- Avoiding Capital Gains Tax When Converting Single Stock Concentration Into Diversification
- Can You Afford to Retire Early
- Consider Your Legacy While Planning for Retirement
- Financial Resolutions for Retirees
- How Active Duty Military and Veterans Can Secure Their Retirement Benefits
- How Much Do I Need to Retire
- How to Maximize Your Savings Before Retiring
- International Womens Day Financial Planning for Women Nearing Retirement
- Is It Too Early for Gen Z to Start Considering Retirement
- Jumpstarting Retirement Funds
- Medicaid Planning and Asset Protection
- SECURE 2 0 Act What Workers Need to Know About Retirement Savings
- The Financial Implications of Retiring Abroad
- User-Friendly Personal Finance Apps for Retirees
- What is Financial Independence Retire Early FIRE
- What the CARES Act Means for Your Financial Health
- Why You Should Continue Meeting with Your Financial Planner Well into Retirement
- Settling Down
-
Toggle Content Small Business Planning
-
Toggle Content Social Security
-
Toggle Content Socially Responsible Investing
-
Toggle Content Student Loans
-
Toggle Content Sudden Wealth
-
Toggle Content Tax Planning
- 2020 Tax Changes
- 4 Smart Ways to Spend or Save Your Tax Refund
- 8 Ways To Reduce the Tax Bite During Retirement
- A Reference List of Tax Changes for 2018
- First Time Filing Taxes How to Create a Successful Tax Plan
- How to Understand Tax Planning as a Small Business Owner
- Last-Minute Tax Planning Tips
- Tax Planning Strategies to Lower Your 2023 Tax Bill
- Tax Season 2019 5 Things to Know
- Tax Tips for Your Twenties
-
Toggle Content Tax Preparation
-
Toggle Content Trusts
-
Toggle Content Veterans
-
Toggle Content Wealth Management
-
Toggle Content Women
- A Retirement Guide for Her
- Financial Empowerment Strategies for Women
- Financial Mistakes Women Make and Other Myths
- Financial Planners for Women The Best Questions to Ask
- Financial Planning Tips for Millennial and Gen Z Women
- Financial Tips for Single Mothers
- Five Financial Planning Tips for Women in 2020
- How to Tell When You Need a Financial Planner
- New Job What LGBTQ Women Need to Know About Combining Retirement Plans from Different Employers
- The Gendered Wealth Gap and What That Means for Your Financial Planning
-
Toggle Content Work
-
Toggle Content Young Professionals
- 5 Reasons to Work with a Financial Planner Before Turning 30
- 9 Financial Planning Tips for Millennials
- Financial Roadmap for Recent College Graduates
- Plan for Your Future Tips for Young Professionals
- Post-Graduation Financial Planning
- Tips to Establish a Strong Financial Footing Upon Graduation
- Tips to Navigate the Benefits at Your First Job
- Why It Is Never Too Early to Start Planning for Retirement
-
-
- 401k Retirement Plans
- 529 Education Savings Accounts
- Annuities
- Asset Allocation
- Banking
- Beneficiaries
- Budgeting
- Business Succession Planning
- Charitable Giving
- Debt Management
- Disability Insurance
- Disaster Recovery
- Divorce
- Education Savings
- Elder Care
- Emergency Fund
- Employee Benefits
- Employer Plans
- Enjoying Retirement
- Entering Midlife
- Estate Planning
- Family Finances
- Fiduciary
- Financial Planning
- Government and Military
- Health Care Planning
- Health Savings Accounts
- Heirs
- Higher Education
- Housing
- Insurance Planning
- Intergenerational Planning
- Investing
- IRAs
- Legacy Planning
- Life Insurance
- Life Transitions
- Long-Term Care
- Medicare
- Mortgages
- Near Retirement
- Planning for Couples
- Planning for LGBTQ Individuals and Couples
- Real Estate
- Required Minimum Distributions
- Retirement Income
- Retirement Planning
- Risk Management
- Roth Accounts
- Settling Down
- Small Business Planning
- Social Security
- Socially Responsible Investing
- Special Needs
- Starting Out
- Student Loans
- Sudden Wealth
- Tax Planning
- Tax Preparation
- Trusts
- Unemployment
- Veterans
- Wealth Management
- Women
- Work
- Young Professionals
-
- Find a CFP Professional
-
Toggle Content Getting Ready
Gain insights into the value of working with a CFP® professional, learn what to expect from the process and find tools to help you prepare.
-
Toggle Content How to Choose a Planner
Choosing and partnering with the right financial planner can reduce stress around your finances and help you build a more secure future.
- Search
- Terms of Use
-
Accessibility
CFP Board is committed to web accessibility on LetsMakeAPlan.org for people with disabilities and maintaining the relevant web accessibility standards.
- Maintenance
Find a CFP® Professional
CFP® Professionals Near You
not your location?Mobile view of the Let's Make a Plan newsletter
Insights Delivered to Your Inbox
Get recent insights to inform your financial planning strategies with The Financial Planning 5. This monthly newsletter brings together articles from CFP® professionals and curated content from top financial websites to connect you with the latest resources.