CFP Let's Make a Plan

The financial side of special needs planning can feel overwhelming. Learn how special needs trusts and thoughtful planning can help protect benefits and provide long-term support in the latest article from CFP Board Ambassador Bryan Jepson, MD, CFP®.

Special Needs Trust: Financial Planning for Families Learn how a special needs trust can support a loved one with a disability, protect assets, and help maintain government benefits.

Your portfolio deserves more than a once-a-year glance.​ Read more from CFP Board Ambassador Charles Weeks, CFP® on optimizing your investments mid-year.

Mid-Year Portfolio Review: Optimizing Your Investments It’s easy to select aggressive answers on a risk questionnaire or choose investments with the highest past returns. However, living through the volatility required to earn those stock market returns is another story.

Let's talk about the elephant in the room. 🐘💸 Money conversations may feel awkward, but avoiding them doesn't make them go away. Read more from CFP Board Ambassador Scott Ward, CFP® on navigating financial surprises in a new marriage.

Awkward Money Moments for New Couples Learn how new couples can navigate awkward money moments through honest conversations, practical next steps, and CFP® professional guidance.

Financial planning looks different for everyone, and your future deserves more than guesswork. 🏡✨​ Learn how thoughtful financial planning can help support stability, confidence and long-term goals.

Financial Guide for Young LGBTQ+ Adults | Tips on Budgeting, Saving & Credit A practical financial guide for young LGBTQ+ individuals. Learn how to budget with awareness, save for gender-affirming care, build credit, create an emergency fund, and plan for long-term security—all tailored to your unique journey.