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CFP Board in the News

Wanted: A Financial Savings Game Plan for Pre-retirees

Aug 15, 2012

More Americans are using their long-term savings to pay today's bills and risking a delayed or financially insecure retirement, says Eleanor Blayney, [CFP®,] consumer advocate for the Certified Financial Planner Board of Standards Inc....

According to a July survey released by the CFP Board and Consumer Federation of America, an estimated 51 percent of financial decision makers feel that they've fallen behind on their retirement savings compared with 38 percent of decision makers queried in a similar 1997 survey.

But it's not too late for financial advisors to help pre-retirees create a plan that will support a fulfilling and financially stable retirement. "Today's retirement is no longer defined by the moment we file for Social Security, or start taking our required IRA distributions," says Blayney. "Instead, we must create financial strategies that unfold gradually over a period of time to financially secure our golden years." Read more >

Financial Advisor
Jim McConville
August 15, 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
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