Personal Finance: It's Time to Gather 'round and Talk Turkey

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Personal Finance: It's Time to Gather 'round and Talk Turkey

Nov 20, 2011

This week, as parents, kids and siblings gather 'round for the Thanksgiving holiday, financial experts say it can be an ideal time to initiate conversations about money matters.

"It's a family-centered holiday and a good time to talk," said Eleanor Blayney, a CERTIFIED FINANCIAL PLANNER[™ professional] and consumer advocate with the CFP Board of Standards in Washington, D.C. To make the conversation-starters easier, we've broken them down by category. Read more >

Sacramento Bee
Claudia Buck
November 20, 2011

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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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