CFP Let's Make a Plan

Your 20s, 40s and retirement years all come with different financial priorities, and your life insurance strategy should evolve too.

CFP Board Ambassador Kurt Whitesell, CFP® explains how to make the right decisions for your life stages.

Jump Into Better Coverage: Life Insurance Made Simple Life insurance can help protect income, build cash value, support long-term care needs, and transfer wealth as life changes.

This Memorial Day, we honor those who served and sacrificed.
There are resources available to support veteran families, from housing to education to financial assistance. Learn more about what may be available.

Memorial Day: Financial Assistance Available for Families of Minority Veterans Veteran benefits are not as simple as civilian benefits. There are a multitude of financial resources out there for veterans and their families to learn about the various benefits available.

From boarding passes to beachside vows… here are a few ways to avoid hitting any wedding budget turbulence.

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.

Think of your tax return as a head start, not a finish line. Read more from CFP Board Ambassador Kendell Frye, CFP® on smart financial moves to make after filing.

Tax Return Planning Moves to Make After Filing Taxes Use your tax return to review taxable income, MAGI, withholding, and charitable giving so you can plan smarter after filing.

Trading snow boots for sandals? 👀 Make sure your finances are ready for the move, too.

Key Considerations for a Warm Weather Retirement Move Many people dream of packing up and moving to somewhere sunny with warmer weather to spend their retirement. However, it's essential to consider several factors before making such a retirement move: aspects like healthcare accessibility, cost of living, taxes, social networks and proximity to family...

Don’t let summer plans turn into a summer bummer for your budget. Utilize these tips to make this summer one to remember.

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Your GPA isn’t the only thing worth checking before summer break. 👀💰 Read our latest article from CFP Board Ambassador Akeiva Ellis, CFP® for financial tips for college.

The College Students Guide to End-of-Year Financial Planning Financial planning can help students review loans, aid, and summer income before the next school year costs create budget surprises.

Happy Mother’s Day to all the moms and mother figures who do so much every day. 💛

Let's Make a Plan 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.

Strong fundamentals win games, and your budget is one of them when building a financial plan. CFP Board Ambassador Lei Deng, CFP® pitches some tips and insights in our latest article.

Build Cash Flow Clarity and Confidence Budgeting helps clarify cash flow, align spending with priorities, and choose a practical system for saving and everyday decisions.