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CFP Board in the News

Pass the Turkey, then Start the Money Talk

Nov 24, 2013

“And don’t forget a list of your ‘digital assets,’ such as Facebook and other online accounts,” said Eleanor Blayney, [CFP®,] consumer advocate with the Certified Financial Planner Board, who compiled her own list recently and was “shocked” that she had more online accounts than asset accounts. The need for family members to know where to find your digital passwords came home recently, she said, when a friend’s family member suddenly died but no one was able to close down his Facebook page.

Siblings should also discuss who will be their parents’ primary caregiver, if the need arises.

“Often, kids assume the daughter will take care of the parents,” but that’s not always the case, said Blayney. It’s important to choose someone and to let everyone know why.  Read more >

Sacramento Bee
Claudia Buck
November 24, 2013

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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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