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

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

Nov 07, 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 November 2018 newsletter:

  • The Balance Between Education and Retirement Funding 
  • What is Estate Planning: Learn How to Protect Your Heirs When You’re Gone
  • Unsure Where to Start When it Comes to Retirement Savings? Check Out 7 Helpful Tips
  • Why Cash Flow is the Biggest Source of Financial Stress
  • How to Choose the Right Health Insurance Plan
  • Afraid to Overshare: How Much is Too Much When Discussing Your Financial Situation With Your Children?
  • If You Are Confused About the Logistics of Opening 529 Accounts for Your Children, You Are Not Alone

Read the November 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.

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.