CFP Let's Make a Plan

06/03/2026

Summer camps. Family trips. Childcare. Snacks. So many snacks. ☀️💸
Get practical budgeting tips from Autumn Knutson, CFP®, and learn how to make the most of summer while keeping your finances on track.

Plan for summer expenses with budgeting tips for camps, childcare, activities, and savings while keeping family goals on track.

06/02/2026

Budgeting, credit scores, student loans, investing… where do you even start?​ CFP Board Ambassador Jamie Bosse, CFP® breaks down money concepts every college-age adult should know.​

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

06/01/2026

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.

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.

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.