How to Make Sure Your Cash Lasts as Long as You Do

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How to Make Sure Your Cash Lasts as Long as You Do

Aug 17, 2011

"People who are very risk-averse may feel more comfortable with longevity insurance," says [Lynn] Ballou, who's a CERTIFIED FINANCIAL PLANNER[™ professional] and ambassador for the CFP Board of Standards. "It's an election that's made to protect oneself from volatility in the rest of their portfolio." Read more >
Margarette Burnette
August 17, 2011

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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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