The Latest Breaking News from CFP Board

5 Money Conversations Couples Should Have Before Signing a New Lease

Finding the perfect apartment is exciting, but signing a lease together is about more than choosing a neighborhood or floor plan. Before you commit to monthly rent and shared expenses, it is essential to have honest discussions about finances that could prevent misunderstandings later. A 2026 CFP Board survey found…

Budget and the Bees · Aug 6

America's economy is so bad that it's driving a loneliness crisis, as two-thirds skip weddings and dinners to make ends meet

A new CFP Board survey finds financial strain is quietly fueling America's loneliness epidemic—and most people are too embarrassed to say so.

Fortune · Mar 17

Millennials Are Breaking These 6 Outdated Boomer Money Habits

Millennials are ditching boomer money habits, instead embracing smart debt, switching banks and prioritizing financial transparency, tech and flexibility.

GOBankingRates · Nov 12, 2025

Financial Adviser Designations Are Not All the Same

Just because a financial adviser has credentials after their name doesn’t mean they meet the same rigorous standards as others do. How to figure out who you can trust.

Kiplinger · Nov 9, 2023

Short-Term Financial Planning for First-Time Parents

A seasoned wealth adviser shares his experience with the financial planning he and his wife did for the arrival of their first bundle of joy.

Kiplinger · Apr 25, 2023

An Expert's Last-Minute Tips for Filing Your Taxes

First: Don't panic.

Marie Claire · Mar 27, 2023

Five Investment Strategies to Focus on in 2023

Planning instead of predicting, reducing allocations of illiquid assets and having a diversified portfolio are good ways for investors to play defense this year.

Kiplinger · Mar 21, 2023

CFP Board to Give Guidance to Commissioners to Jump-Start Expansion Talks

Mark Keenum, the chair of the CFP Board of Managers, also said that the “hope” is to have a plan in place in the next year.

Sports Illustrated · Jun 2, 2022