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

News & Events



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

Dec 18, 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 December 2017 newsletter:

  • Prepare for 2018 with Year-End Tax Moves
  • 5 Things to Ask a Potential Financial Planner
  • Do I Have Enough to Retire?
  • Splitting Retirement Accounts in a Divorce
  • Consider Your Retirement Locale Carefully
  • 4 Tips for Staying Grounded Through a Mid-Life Crisis
  • Wise Investments for Twentysomethings
  • 2017 Charitable Giving Checklist
  • Don’t Drop the Ball
  • Straight Talk on Costs of Being a Foster Parent

Read the December 2017 Let's Make a Plan Newsletter

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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.

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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 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.
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