CFP Let's Make a Plan

09/03/2026

A destination wedding can be unforgettable. The expenses that come with it can be, too. ✈️💍

From travel and accommodations to the celebration itself, thoughtful financial planning can help you say “I do” without losing sight of your other goals. Read more from CFP Board Ambassador Jasmine Renae Ray, CFP®.

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.

09/02/2026

Passing down the keys to your financial legacy takes more than an estate plan. 🔑

CFP Board Ambassador Elaine King Fuentes, CFP® explains why preparing your family for an inheritance means communicating your intentions, sharing the values behind your wealth and making thoughtful decisions before and after assets change hands. Read the full article below.

Prepare your family for an inheritance through clear communication, estate planning and thoughtful financial decisions that preserve its purpose.

09/01/2026

When it comes to shared money, “mine” and “yours” can get complicated.

How should couples think about spending limits, household expenses and financial independence? CFP Board Ambassador Doug Boneparth, CFP® breaks down ways to approach money as a team.

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

08/31/2026

Women can face a different retirement equation.

From wage gaps and career breaks to longer lifespans, CFP Board Ambassador Cary Carbonaro, CFP® breaks down the factors that can affect women's retirement savings and the steps women can take to help close the gap.

Watch the full segment here: https://loom.ly/QuqlRTs

08/31/2026

Fall is a great time to tidy up more than just your yard. 🍂 A little financial cleanup now can make a big difference later.

Additionally, with significant changes in the tax code resulting from the passage of the “One Big Beautiful Bill Act” (OBBBA), reviewing how those changes affect your tax planning strategy for the year is essential as year-end approaches..

08/28/2026

Getting out of debt is not about a Hail Mary. It's about consistent progress. Learn practical debt repayment strategies in our article from CFP Board Ambassador Akeiva Ellis, CFP®.

Becoming debt-free might sound sexy, but don’t confuse it with financial freedom. True freedom comes from knowing what you want to do after the debt is gone. Without a clear vision and a solid financial plan, you might be trading one burden for another.

08/26/2026

An empty nest can create a little more room in your budget. The question is what you do with it. 🪺

CFP Board Ambassador Cristian Mundy, CFP® shares how parents can rethink spending, redirect extra cash flow and refocus on their own financial goals as the kids leave home. Read the full article below.

An empty nest can change more than your household. Learn how to redirect cash flow, rethink housing, support adult children and refocus your financial plan.

08/25/2026

Choosing a financial advisor is one of the most important financial decisions you'll make. Start with Asking the Right Question, “Are you a Certified Financial Planner?"

Learn more: https://loom.ly/UU4o80M

08/24/2026

Financial abuse is about more than money. It's about control. Restricting access to money, monitoring spending or creating financial dependence are all potential signs of financial abuse. Learn more.

Financial abuse is a sometimes subtle yet pervasive form of domestic manipulation — it involves seizing control over an individual's financial resources. This can manifest in myriad ways, from limiting access to money and hindering employment to coercing income surrender and sabotaging efforts to ...

08/20/2026

Are you making one of these common money mistakes? 👀 Learn how to identify and avoid these common money mistakes by reading the full article at LetsMakeAPlan.org.

Full Article: https://loom.ly/sWsb7_w