LET’S MAKE A PLAN JANUARY 2017 EDITION

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,…

LET’S MAKE A PLAN – NOVEMBER 2016

LET’S MAKE A PLAN – NOVEMBER 2016

LET’S MAKE A PLAN NOV. 2016 EDITION From CFP Board’s Consumer Advocate Confident Savers: Slow and Steady Wins the Race Would you know a “confident saver” if you saw one walking down the street or in a crowd? My guess is probably not, and in a paragraph or two, I’ll explain why this may be so. CFP Board recently surveyed 1,000 working Americans over 25, and “Confident Savers” emerged as one of four distinct demographics with respect to their financial attitudes and behaviors…. Read More Hiring a CERTIFIED FINANCIAL PLANNER™ Professional…

Certified Financial Planner Roundup

Certified Financial Planner Roundup

From CFP Board’s Consumer Advocate High Income, Yet Still Struggling to Save? Consider These Tips In a recent survey conducted by CFP Board of the saving habits of 1,000 working Americans over 25, there was one group of respondents who distinguished themselves by their “meaning well, but not enough” saving behavior. Identified in the study as “Concerned Strivers,” these are Americans, typically in their mid to late 30s, with above average incomes, and relatively high levels of confidence and optimism about their financial futures… Read More Hiring a CERTIFIED FINANCIAL…