LET’S MAKE A PLAN JANUARY 2017 EDITION

Eleanor Blayney

From CFP Board’s Ambassadors

Tips to Stay Financially Fit

Year after year, getting healthy is a top New Year’s resolution for Americans, while saving more and spending less typically ranks lower on the list of priorities. While many people will purchase gym memberships they may never use, taking steps to improve financial wellness is a resolution worth pursuing, and sticking to… Read More

Financial Planning for Your Retirement

Retiring from the Military? Get Financially Prepared

For most career military and Reserve/National Guard members transitioning back into civilian life, it can become difficult to balance financial expenses. Rob Aeschbach, CFP® reviews smart money moves to help plan for retirement… Read More

Retirement Planning: It’s Never Too Early

It’s never too early to begin thinking about retirement, even if you’re a Millennial just starting out in the workforce. Stephanie Sherman, CFP® provides her take on how to make a plan based on your situation…
Read More

Special Needs Families and Retirement Planning

Financial planning for parents of special needs children presents many challenges – retirement may be one of the biggest. Mary Anne Ehlert, CFP® shares key topics to consider when planning… Read More

Financial Planning for Your Life Now

Smart Moves After a Financial Windfall

Sudden wealth is a blessing…if you know how to handle it. Ambassador Robert Pagliarini, CFP® and Susan Bradley, CFP® explain what you can do to meet your financial goals, but also have fun with your money… Read More

How to Build a Financial Safety Net

A bit of savings goes a long way. CFP® pros Ellen Siegel and Jamie Ebersole offer tips to grow an emergency fund… Read More

Financial Planning for Women

Women, Wealth, and Credit Health

Women have faced several challenges over the past few decades regarding their financial health. CFP Board Career Center Manager Dr. Lisa Andrews and CFP Board Consumer Advocate Eleanor Blayney, CFP® explain how women can level the financial playing field…
Read More

Financial Planning for Your Children

Help Your Children Avoid the Burden of Student Loans

Many families begin saving for college early on and yet a significant portion of college graduates leave school with debt. CFP® pros Denise Downey and Deborah Fox explain how to elevate your savings to help your child graduate debt-free… Read More

Make Finances a Family Matter

Many families are more comfortable talking about politics than about money. Lynn C. Appelman, CFP® discusses why financial education should be essential to young children… Read More

Is Being a Grandparent Costing Too Much?

The costs of raising children are weighing heavily on Millennials. Ambassador Douglas Boneparth, CFP® explains why it’s important for grandparents who assist their kids and grandkids to get their own finances in order first… Read More

Subscribe

“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 © 2017, 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.

Related posts

Leave a Comment