Certified Financial Planner Roundup

Eleanor Blayney 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…
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Seeking Financial Advice? Questions Each Generation Should Ask

Advice from a financial advisor varies based on need and present life situation. Josh Giuliano, CFP® weighs in on questions to ask according to one’s age… Read More

Financial Planning for Your Retirement
Planning For Retirement: Where to Start

Go into retirement with absolute confidence so you can enjoy your golden years without financial worries. Rick Rodgers, CFP® suggests considering how much you may spend in retirement and plan accordingly… Read More

How and When Couples Can Take Retirement Benefits

CFP® pros Delia Fernandez and Jim Ludwick discuss key decisions about retirement benefits that can help make your money last…
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Retirement Planning is an Ongoing Journey

Successful retirement journeys demand a road map, complete with milestone markers for predictable occurrences, as well as flexibility to accommodate unexpected events. George Sisti, CFP® discusses…
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Financial Planning for Your Life Now
Don’t Let Politics Influence Your Long-Term Financial Decisions

The 2016 presidential election shouldn’t play a big role in investment decisions. Elected officials often have very little to do with how a market performs. Neal Frankle, CFP® explains… Read More

Multi-Generational Families: How to Handle Household Expenses

When you ask your older parents or family members to move in, there is much to consider. Marc Hebert, CFP® discusses the financial implications for the entire family… Read More

Who’s Responsible For a Loved One’s Debt?

Debt is a difficult burden. If someone in your family had financial struggles, who is responsible for any debt when they pass away? CFP® pros Kathryn Hauer and Cynthia Turoski discuss financial inheritance…  Read More

Financial Planning for Your Children
The Price Tag of Parenthood

Becoming parents and welcoming a child into the world are significant milestones, and it’s important to prepare financially. Cory Schmelzer, CFP® and Keith Klein, CFP® share financial moves to make before your first child… Read More

Helping Your College Student Make Smart Money Choices

Parents teach their children many lessons before college – and financial responsibility must be one of them. CFP Board Ambassador Sarah Halpin, CFP® provides tips to help kids make better financial choices while away at school… Read More

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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.

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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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