Let's Make a Plan is here to educate consumers about the importance of financial planning. That's why - it's gotta be a CFP®.
Asking the right question can greatly impact your future – especially when it comes to your finances. Make sure your financial advisor is a CFP® professional, because CERTIFIED FINANCIAL PLANNER™ professionals are committed to acting in your best interest. Find your CFP® professional at letsmakeaplan.org.
07/22/2026
The hardest financial conversation is often the one you never have. Learn why talking about money may be one of the healthiest financial habits you can build in the latest article from CFP Board Ambassador David Zuckerman, CFP®.
Why Americans Are Afraid to Talk About Money And How to Change That Learn how avoiding money conversations can increase financial stress and how thoughtful dialogue and financial planning can help.
07/20/2026
What if retirement looked less like stopping and more like choosing? Read more from CFP Board Ambassador Rob Pagliarini, CFP® on embracing a flexible approach to retirement.
Part-Time Retirement a Flexible Approach to Work and Finances Are you apprehensive about the leap into full-time, traditional retirement? Or do you find yourself needing a more substantial financial cushion and a bit more planning before taking that step?
07/16/2026
From maintenance costs to long-term planning, CFP Board Ambassador David Zuckerman, CFP® breaks down what homeownership really entails.
Navigating Today’s Housing Market: Expert Advice for Homebuyers Discover essential tips for navigating the challenges of today's housing market. Learn how to plan for homeownership costs, avoid common pitfalls, and ensure a financially sound home purchase with expert advice from a CFP®.
Graduation is a milestone. Building strong financial habits is what comes next. CFP Board Ambassador Jamie Bosse, CFP® shares four financial tips every new grad should know.
Learn more: https://loom.ly/6PYZ_LQ
07/15/2026
Love brings families together. A financial plan helps keep everyone moving in the same direction. Read more from CFP Board Ambassador Bridget Grimes, CFP® on creating a financial strategy that supports your blended family.
Money Strategies for Blended Families Explore money strategies for blended families, including transparency, joint accounts, and regular check-ins to support shared financial goals.
07/13/2026
One financial question or a full financial roadmap? A CFP® professional can help with both.
07/10/2026
What's weighing down your financial future? 🎈A strong financial plan and these tips from CFP® Board Ambassador Elaine King Fuentes, CFP® can help lighten the load.
Achieving Financial Freedom in Your 50’s While Planning For Retirement and Expenses It’s important to take proactive financial steps now, such as eliminating debt including credit card debt and any other significant debt that could get in the way of arriving at your retirement savings number (the amount of savings you will need to cover your projected retirement expenses).
07/08/2026
Before you click "Buy Now," ask yourself why. Learn practical ways to reduce social media's influence on your spending in the latest article from CFP Board Ambassador Don Grant, CFP®.
The Instagram Effect: How Social Media Can Shape Your Spending Habits Learn how social media can influence spending, investing and financial advice, and how a clear plan can help protect your money.
07/07/2026
Golf. Travel. Boating. A new hobby. A new chapter. Whatever you're looking forward to, a little planning can help bring it within reach.
07/04/2026
For a new generation, financial independence may look different than it did before.
Read more about redefining financial freedom and building a future on your own terms.
Redefining What Financial Independence Means to A New Generation For many in younger generations, financial independence can feel more like a distant dream than an achievable goal. With the rising cost of living, student loan debt and ongoing economic uncertainty, it’s easy to feel discouraged.