Fatten Up Your Finances

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Fatten Up Your Finances

Jul 26, 2011

Having a budget or a financial plan - a road map to your spending, savings and retirement - also helps....

Nearly four of five Americans - or 79 percent - claim to have a financial plan, according to a recent survey by the Certified Financial Planner Board in Washington, D.C. But of those, nearly half - 46 percent - said their plan is only in their head, while 11 percent had scribbled down some notes or ideas.

"Most Americans have a do-it-yourself approach to financial planning," said Eleanor Blayney, consumer advocate for the Certified Financial Planner Board in Washington, D.C. Read more >

The Gilroy Dispatch
McClatchy News Service
July 26, 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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