Retirement Assets Are Making a Comeback

News & Events


CFP Board in the News

Retirement Assets Are Making a Comeback

Apr 08, 2014

Retirement assets at the end of 2013 were the highest on record, a strong indication that many savers have seen their investment accounts bounce back from the financial crisis of 2008 when the stock market fell so hard it lost nearly half its value.

While the increased assets in retirement accounts is good news in general, the consumer advocate for the Certified Financial Planner Board [of Standards] in Washington, D.C., said there are a lot of devils in the details. "This doesn't necessarily mean people are out of the woods with respect to retirement savings," said Eleanor Blayney, [CFP®]. "There are segments of individuals who may still be underfunded for retirement.

"Of particular concern are baby boomers. They are closer to retirement than most of the population, and we know they have not saved enough." Read more >

Pittsburgh Post-Gazette
By Tim Grant
April 8, 2014 

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.

Upcoming Events

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.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.