CFP Let's Make a Plan

10/09/2026

Some money advice gets repeated so often it starts to sound like fact. Time to separate financial myth from reality with CFP Board Ambassador Shashin Shah, CFP®. Also tune in to see CFP Board Ambassador Shashin Shah, CFP® tomorrow on Fox & Friends Weekend.

10/07/2026

One partner is counting down the days to retirement. The other isn’t ready to leave work behind. How do you meet in the middle? CFP Board Ambassador Jeremy Shipp, CFP® shares ways couples can navigate different retirement timelines and turn competing preferences into a shared plan.

Learn how retirement planning for couples can coordinate different retirement dates, Social Security, health insurance and household cash flow.

10/06/2026

Inflation changes the math, but it doesn’t have to change the goal. Explore three strategies that can help you continue saving while managing higher everyday expenses.

10/05/2026

Free money might sound too good to be true, but sometimes it’s money that was already yours. CFP Board Ambassador Brenton Harrison, CFP® shares a few places to look for forgotten funds, old retirement benefits and more.

Learn more: https://loom.ly/6PYZ_LQ

10/01/2026

Spooky season is here. So is National Financial Planning Month. Keep the fear to the costumes and horror movies, and bring more clarity and confidence to your financial future with a CFP® professional.

A CFP® professional is a trusted financial advisor committed to acting in your best interests, so you can be confident you’re on the path to a secure future.

09/30/2026

Thinking about FIRE (Financial Independence, Retire Early)? Read our latest article from CFP Board Ambassador Dan Forbes, CFP® and make sure your plan accounts for the full picture, not just your savings target.

Explore early retirement planning considerations, including living expenses, health insurance before Medicare, taxes and sustainable retirement income.

09/25/2026

When financial uncertainty enters the game, having a plan can help you stay one step ahead.

CFP Board Ambassador Anna N’Jie-Konte, CFP® shares key considerations for federal employees navigating uncertainty, from everyday expenses and contingency savings to health insurance. Tap to read the full article.

Discover practical financial strategies for federal employees facing uncertainty. Learn how to assess your finances, create a contingency budget, and plan for retirement and health insurance in challenging times.

09/23/2026

The group chat says “book it.” Your budget might say otherwise. CFP Board Ambassador Erin Voisin, CFP® shares how to navigate financial FOMO without sacrificing your financial goals. Read the full article below.

Learn how to manage financial FOMO, evaluate social spending, set financial boundaries and protect your budget without missing meaningful moments.

09/21/2026

It may be time to study up on your education savings strategy. 📚

Learn more from CFP Board Ambassador Autumn Knutson, CFP® about the potential benefits of 529 plans and how planning ahead can help prepare for future education costs.

529 education-savings plans are among the most flexible and tax-efficient tools available to support that goal.

09/17/2026

Credit myths can sound scary. The facts don’t have to be.

Swipe through as CFP Board Ambassador Jasmine Renae Ray, CFP® demystifies common misconceptions about credit and shares what you need to know to make more informed financial decisions.

Read the full article here: https://loom.ly/NdDiR-E