Online Now: Read the October 2018 Let's Make a Plan Newsletter

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Online Now: Read the October 2018 Let's Make a Plan Newsletter

Oct 03, 2018

Read the latest "Let's Make a Plan" eNewsletter, featuring articles about the importance of estate planning, budgeting for life insurance and charitable contributions, things to consider before taking an early retirement, and financial planning tools and tips.

From the October 2018 newsletter:

  • Important Lessons to Learn on World Financial Planning Day
  • Furry Friends Should be Protected Too: Create an Estate Plan for Pets
  • Live Financially Stable After the Death of a Spouse: How to Prepare
  • The Importance of Budgeting for Life Insurance
  • Forced to Move: Three Lessons About Moving You Can Learn from a Volcano Evacuee
  • Budgeting for Charity: Figuring Out How Much You Can Give to Your Favorite Cause
  • Women and Retirement: Timing is Everything
  • How to Budget, Prioritize and Stay on Track with College Savings for Multiple Children
  • Baby Fever Is Making People Sick Over the Cost of Having a Child

Read the October 2018 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.

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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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