CFP Let's Make a Plan

Ready to tackle your debt head-on? 🏈 Run these 7 plays to score a brighter financial future.

How to Tackle Debt: From the Red Zone to Financial Freedom Becoming debt-free might sound sexy, but don’t confuse it with financial freedom. True freedom comes from knowing what you want to do after the debt is gone. Without a clear vision and a solid financial plan, you might be trading one burden for another.

Don't let your dream wedding turn into a budget nightmare! From travel costs to hidden fees, find out what you need to know before planning a destination wedding. You’ll thank yourself later.

Financial Considerations and Benefits of a Destination Wedding Planning a wedding is an exciting experience that celebrates love and commitment while marking a significant life milestone. However, this exciting time also comes with financial considerations, from choosing between a local ceremony or a destination wedding to managing the overall budget.

Preparing for the arrival of a new baby involves more than just setting up a nursery. CFP Board Ambassador LeTian D**g, CFP® outlines key financial steps, from budgeting for medical expenses to securing the right insurance, that will help new parents navigate the financial aspects of this exciting journey.

Planning for the Arrival of a Child: Embracing Life’s Surprises and Financial Preparedness The journey to parenthood is unpredictable, but embracing change and staying adaptable can make the experience more manageable and enjoyable. As you prepare for the arrival of your little one, remember that no financial plan is foolproof.

Teaching your children about money is important at every age! 💰 From saving tips for young kids to investment basics for teens and young adults, here are some tips on how to raise financially savvy children at every stage of life.

Social Security benefits have come a long way since 1940. Are you maximizing your benefits? Find out how you can get the most out of your retirement income with these tips from CFP Board Ambassador Scott Ward, CFP®. https://loom.ly/lgeXfCk

Mastering Social Security: Unlock Your Path to a Secure Retirement Understanding if your Social Security benefit will be adequate to either supplement or solely provide a secure retirement depends on a variety of key factors. However, research from Fidelity estimates many retirees will likely need to rely heavily on their personal savings and pension income to repl...

Single women often face unique retirement planning challenges, such as earning less on average and having fewer opportunities to save. With a solid plan and the guidance of a CFP® professional, single women can develop a personalized retirement strategy and navigate complex financial decisions. Explore tailored strategies to ensure a secure and comfortable retirement and see how a CFP® professional can assist you every step of the way.

Retirement Planning for Single Women and Having Enough Money For Retirement Single professional women may have unique challenges when it comes to planning for retirement. By having a plan of action and a knowledgeable guide in a CERTIFIED FINANCIAL PLANNER® professional, single women can have a personalized retirement plan and a resource who can help you navigate complex f...

Addressing your family's financial needs while raising a child with special needs can be daunting, especially without a plan that recognizes your unique challenges. Fortunately, you aren’t alone! Discover actionable steps from CFP® professionals who have been there before to build the plan that will bring peace of mind to you and your loved ones. Learn more here: https://loom.ly/IVSbyYc

Financial Planning Challenges of Families Raising Children With Special Needs Work with your CFP® professional to ensure you have assembled a team of professionals and support networks that includes the appropriate medical professionals, therapists, social workers and legal advisors with an eye to special needs. Family members, particularly those involved in daily care or de...

Navigating divorce later in life can come with unique challenges. Discover insights from CFP Board Ambassador Andrew T. Gardener, CFP® on managing this complex financial transition. Learn more: https://loom.ly/ssYrPqs

Winning the lottery is a dream come true, but managing any financial windfall—whether it’s a lottery win or an unexpected bonus—is crucial. A CFP® professional can help you make smart decisions, from choosing between a lump sum or annuity to planning your future. Learn more about effective financial strategies here: https://loom.ly/WXHEggM

Becoming a partner at work can be a significant milestone in your career, bringing both rewards and new financial considerations. CFP Board Ambassador Don Grant, CFP® explains how to navigate the financial impact of making partner and ensure a successful transition. Learn more: https://loom.ly/xaU8bEo

Navigating sudden wealth from a settlement or inheritance can be unexpectedly challenging. CFP Board Ambassador Robert Pagliarini, CFP® outlines essential steps to help you transform a windfall into lasting prosperity.

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With some planning and the support of a CFP® professional, you can identify the gap between your current financial situation and your ideal retirement. Prepare for financial freedom before retirement with insights from CFP Board Ambassador Elaine King Fuentes, CFP®.

Discussing estate planning with aging loved ones can be tough. Whether you do it privately or with a CFP® professional, approach it with sensitivity and respect. CFP Board Ambassador Laura LaTourette, CFP® shares tips to help ensure their wishes are honored.

Girl Math? Spaving? FIRE? If you're a little lost in the latest financial trends and buzzwords, CFP Board Ambassador Spencer Betts, CFP® spells it out in this handy social media glossary. Learn more: https://loom.ly/CwLm6Gw

Considering a sunny retirement? Before making the move, assess key factors such as health care accessibility, cost of living, taxes and social networks. CFP Board Ambassador Cary Carbonaro, CFP® breaks down essential factors to consider before a warm-weather retirement move.

Take an active approach to building passive income. CFP Board Ambassador Erin Voisin, CFP® offers tips for creating your reliable passive income plan.

You are cordially invited by CFP Board Ambassador Don Grant, CFP® to envision your child's dream wedding while keeping it within budget with the help of a CFP® professional. Learn more: https://loom.ly/bZZKpdo

Planning to become a homeowner? Consider these tips from CFP Board Ambassador Jasmine Ball, CFP® as you search for the perfect house.

CFP Board Ambassador James Watkins, CFP® offers tips for finding businesses that are committed to environmental, social and corporate governance (ESG) criteria. Learn more about creating an investment portfolio that aligns with your personal ideals here: https://loom.ly/jXUO8sA

If you're part of the LGBTQ+ community, consider working with an LGBTQ+ CFP® professional, such as CFP Board Ambassador Laura LaTourette, CFP®. Discover how a financial advisor who understands your unique needs and goals can make a significant difference. Learn more: https://loom.ly/aKUxXyU

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To make the most of your retirement years, it's crucial to "think in terms of decades but act in terms of days." CFP Board Ambassador Robert Pagliarini, CFP® shares three strategies to help you "play the short game" as you approach retirement.

Congratulations on graduating! Keep these tips in mind from CFP Board Ambassador Douglas Boneparth, CFP® as you begin your post-grad journey!

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If you are selling a business or property, consider structured installment sales to reduce your capital gains taxes. CFP Board Ambassador Charles Sachs, CFP® offers a simplified look into the complex strategy. Learn more: https://loom.ly/T8m_uSI

Class may be out for the summer, but learning never stops. CFP Board Ambassador Nicky Amore, CFP® offers teachers a study guide for creating an A+ personal financial plan. Learn more: https://loom.ly/EXyQEI4