Diversification Is a Good Thing
CFP Board Ambassador Offers Tips on Which Assets to Diversify and How Washington, D.C., May 23, 2016 (PDF) – Diversification is a good...
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Jul 23, 2021
Easing the Mid-Life Squeeze
CFP Board Consumer Advocate Offers Tips to Alleviate the Pressures of Life-Changing Moments Washington, D.C., April 20, 2016 (PDF) – The...
Jul 23, 2021
Spring Cleaning for Your Finances
CFP Board Ambassador Shares Tips to Help Simplify Your Finances This Season Washington, D.C., March 24, 2016 (PDF) – The sun is shining...
Jul 23, 2021
Use Leap Day to Leap Toward Your Financial Goals
CFP Board Consumer Advocate Gives Advice on How to Build Wealth with an Extra 24 Hours Washington, D.C., February 29, 2016 (PDF) – For...
Jul 23, 2021
Election 2016: Will Your Investments Win or Lose?
CFP Board Ambassador Explains What the Presidential Election Means for Your Finances Washington, D.C., January 27, 2016 (PDF) –...
Jul 23, 2021
Early Retirement: How to Give Yourself the Ultimate Holiday Gift
CFP Board Consumer Advocate provides a road map for planning an early retirement Washington, D.C., December 11, 2015 (PDF) – Early...
Jul 23, 2021
Social Security Strategies: Getting the Most Bang for Your Buck
CFP Board Ambassador offers guidance on avoiding Social Security mistakes, maximizing retirement benefits Washington, D.C., November 12,...
Jul 23, 2021
Fifty Shades of Funds: An Investment Strategy for Every Taste
CFP Board provides considerations when choosing between index and actively-managed funds Washington, D.C., October 21, 2015 (PDF) – Once...
Jul 23, 2021
Giving Back: More Than One Way to Support Your Alma Mater
CFP Board shares charitable giving opportunities for alumni Washington, D.C., September 21, 2015 (PDF) – Every college graduate receives...
Jul 23, 2021
Financing a Private School Education Without Sacrificing Financial Goals
Financing a Private School Education Without Sacrificing Financial Goals Washington, D.C., August 20, 2015 (PDF) – Families that choose...
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