Packing Your Portfolio for Retirement

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CFP Board in the News

Packing Your Portfolio for Retirement

Feb 03, 2011

The first layer: cash and fixed-income investments
Essential items for this layer, says Eleanor Blayney, consumer advocate for the Certified Financial Planner Board of Standards, are investments that provide a safe, steady cash flow. These include a money market fund, a certificate of deposit "ladder," a short-term Treasury bond fund and Treasury inflation-protected securities (TIPS). Read more >

AARP Bulletin
Lynn Brenner
February 3, 2011
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.
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