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How Financial Planning Works

Jun 21, 2013
Eleanor Blayney, [CFP®], is the consumer advocate for [Certified Financial Planner Board of Standards, Inc.], a group that fosters professional standards among certified financial planners. A 20-year financial planning veteran, Blayney often writes for [CFP Board’s] consumer website, Let's Make a Plan.


What's the number-one financial planning mistake that adults over age 75 tend to make?

Eleanor Blayney: There are several. One is being overly conservative with investments if their net worth is more than sufficient for their lifetime needs. Another is failing to prepare for out-of-pocket medical costs, which can be significant at this phase. A third is not understanding the impact of income recognition on their taxes and Medicare premiums. Read more >
June 21, 2013

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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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