CFP Let's Make a Plan

05/27/2026

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.

Life insurance can help protect income, build cash value, support long-term care needs, and transfer wealth as life changes.

05/25/2026

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.

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.

05/21/2026

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

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.

05/20/2026

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.

Use your tax return to review taxable income, MAGI, withholding, and charitable giving so you can plan smarter after filing.

05/19/2026

“Write-offs” aren’t free money. Understanding how they actually work can help you avoid surprises at tax time. CFP® Board Ambassador Felicia Greenwald, CFP® explains.
Learn more: https://loom.ly/6PYZ_LQ

05/18/2026

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

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...

05/15/2026

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

05/13/2026

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.

Financial planning can help students review loans, aid, and summer income before the next school year costs create budget surprises.

05/11/2026

Would you follow someone into the deep without knowing they’re qualified? Your finances deserve the same level of caution. CFP® professionals meet rigorous competency and ethical standards and commit to acting in your best interest.

05/10/2026

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

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.

05/06/2026

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.

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