Financial Topics
Find timely, insightful and exclusive content written by CFP® professionals covering important and popular financial planning topics focused on consumer interests.
Latest Articles
What Happens to Your Finances When You Lose a Job Unexpectedly — and How to Prepare
Prepare for job loss by reviewing unemployment, benefits, savings, retirement accounts, and other steps that can protect your finances.
When Betting Becomes a Money Problem: What to Do Before it Wrecks Your Financial Plan
Learn when sports betting threatens your financial plan and how spending limits, self-exclusion tools, and professional support can help.
3 Common Money Mistakes and How to Avoid Them
Money mistakes are easy to make, especially if you’re not aware of what to watch out for. Behavioral biases are often at the root of many common money mistakes.
Life Stages
Talking with a CFP® professional can help you find a path to achieving your financial goals, no matter where you are in life. A financial planning professional is trained to work with you on everything from providing financial advice to creating a holistic financial plan that is designed to support your goals as they evolve over the years.
CFP® professionals meet rigorous financial planning education, experience and ethical standards, and they have made a commitment to CFP Board to act in your best interests, at all times when providing you financial advice or financial planning services, to help you reach your financial goals for a more secure tomorrow.
Starting Out
It’s never too early to get on the path to reach your financial goals. A CFP® professional can equip you with the tools to start out on the right foot.
Settling Down
Don’t tackle life’s big decisions alone. Start building a relationship with a CFP® professional who can help you create a roadmap to achieve your financial goals.
Entering Midlife
Is long-term planning on your mind? Seek advice from a CFP® professional to help you prioritize your financial planning to-do list.
Near Retirement
You’ve maxed out your 401(k) and paid off your mortgage, so you’re ready to retire... right? Consult a CFP® professional to see if you’re on track to make the most of your golden years.
Enjoying Retirement
It’s time to enjoy the fruits of your labor. This means more free time with friends, family and hobbies. But don’t cancel plans to meet with your CFP® professional. Keep checking in to tie up loose ends and see if your financial plan is running smoothly.