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

News & Events



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

Aug 04, 2017

Read the latest "Let's Make a Plan" eNewsletter, featuring articles about the importance of a well-planned estate, what type of adviser is right for you, steps to early retirement, and financial planning tools and tips. From the August 2017 newsletter:

  • 4 Ways to Keep a Cool Head in a Hot Housing Market
  • Baby Boomers: Managing Money in the Golden Years
  • Taxes Can Be a Real Threat to Your Retirement
  • Financial Commandments for New Professionals
  • Rid Your Post-Grad Stress: Pay Down Debt
  • 5 Steps to Prepare for Career Opportunity
  • Women in Retirement: Reduce Your Risk of Running Out of Money
  • Navigating Wedding Finances with Divorced Parents: Tips for Brides
  • Summer Jobs Can Teach Your Teens Memorable Money Lessons
  • Financial Tips for Your Growing Family

Read the August 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.