Online Now: Read the March 2017 Let's Make a Plan Newsletter

News & Events



Online Now: Read the March 2017 Let's Make a Plan Newsletter

Mar 10, 2017

Read the latest "Let's Make a Plan" eNewsletter, featuring articles about managing the balance between your relationship and your money, key questions to ask when hiring a financial pro, tax advice for those with disabilities, and financial planning tools and tips. From the March 2017 newsletter:

  • Managing Your Relationship and Your Money
  • What to Ask When Hiring a Financial Pro
  • Retirees and RMDs
  • Over 50? Here Are Some Thrifty Retirement Planning Tips
  • Tax Advice for Those With Disabilities
  • Lending Money to Loved Ones
  • Ways Women Can Mitigate Healthcare Costs in Retirement
  • Practice What You Preach: Raising Financially Savvy Children
  • Disinheriting During Divorce
  • Creating Savings Strategies for the College Years

Read the March 2017 Let's Make a Plan Newsletter.

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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 themselves 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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.