CFP Let's Make a Plan

10/20/2026

Money myth: You don’t need a financial planner until you’re ready to retire. The reality? Planning earlier can help you navigate the financial decisions that come long before retirement.

Find your CFP® professional today.

10/19/2026

100 candles could require a lot more financial planning. CFP Board Ambassador Scott Ward, CFP® explores what longer lifespans could mean for your financial strategy.

How American workers think about time horizons for work and retirement has also shifted over time.

10/16/2026

A strong credit history is built one decision at a time. Brush up on the basics of building and managing credit with confidence.

Good credit is an important aspect of life’s major decisions: it's required to obtain loans, keep low interest rates on credit cards and purchase a home or car.

10/14/2026

Don’t let a fourth-quarter financial fumble derail your year. CFP Board Ambassador David Zuckerman, CFP® explores common year-end mistakes, including procrastinating on important deadlines, trying to time the market and losing sight of the bigger financial picture. Read the full article for ways to finish the year strong.

Avoid common financial planning mistakes before year-end, from delaying tax decisions to chasing performance, timing the market and losing sight of your goals.

10/13/2026

Your financial plan should be as tailored to you as your hairstyle. CFP® professionals commit to act in your best interest, creating personalized, holistic financial plans built around your goals for a more secure tomorrow. Find your CFP® professional today: https://www.letsmakeaplan.org/

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.