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- Center for Financial Planning and Investment Center for Financial Planning and Investment

Welcome! The CFP&I promotes research and education in the area of financial planning and investment. We have brought together many learning resources to make this site the one place for most consumers to find the information they really need to understand financial planning topics. Many members of the CFP&I team speak to community groups, conferences, [...]

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- Center for Financial Planning and Investment Center for Financial Planning and Investment | cfpionline.org Reviews

https://cfpionline.org

Welcome! The CFP&amp;I promotes research and education in the area of financial planning and investment. We have brought together many learning resources to make this site the one place for most consumers to find the information they really need to understand financial planning topics. Many members of the CFP&amp;I team speak to community groups, conferences, [...]

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cfpionline.org cfpionline.org
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Taxes - Center for Financial Planning and Investment Center for Financial Planning and Investment

http://www.cfpionline.org/education/the-basics/taxes

Monday August 22nd, 2016. Center for Financial Planning and Investment. Members of the CFP&I. Frauds & Scams. Taxes are a necessary evil, and. Be considered in any and all financial planning. It is absolutely necessary to pay your taxes, because there are legal issues if you don’t. For information on taxes (income taxes especially) read chapter 4 of Personal finance, or click here. To read CNNMoney’s. For information from the Financial Planning Association. Return to The Basics. AARP provides tax info.

2

Financial Planners - Center for Financial Planning and Investment Center for Financial Planning and Investment

http://www.cfpionline.org/education/getting-started/financial-planners

Monday August 22nd, 2016. Center for Financial Planning and Investment. Members of the CFP&I. Frauds & Scams. If you’re feeling overwhelmed, you might be able to find a Certified Financial Planner to help you. For information about Certified Financial Planners, read the last section of Chapter 1 from “Personal Finance: Skills for Life”. Or visit the Certified Financial Planning board official website. Return to Getting Started. Center for Financial Planning and Investment. Northridge, CA 91330-8245.

3

Budgeting - Center for Financial Planning and Investment Center for Financial Planning and Investment

http://www.cfpionline.org/education/the-basics/budgeting

Monday August 22nd, 2016. Center for Financial Planning and Investment. Members of the CFP&I. Frauds & Scams. Budgeting is imperative. Budgeting can help you with self control. A good budget should account for how much money you’re going to gain from a career, how much you’re going to lose by paying taxes, how much you need for basic needs such as food and clothes, how much you should save for retirement, and how much you have left over for extraneous spending. To read CNNMoney’s. Article, click here.

4

Reevaluate Regularly - Center for Financial Planning and Investment Center for Financial Planning and Investment

http://www.cfpionline.org/education/getting-started/reevaluate-regularly

Monday August 22nd, 2016. Center for Financial Planning and Investment. Members of the CFP&I. Frauds & Scams. Life and minds change. When they do, sometimes goals become obsolete. When that happens, it becomes necessary to set new goals or update old goals. Additionally, it’s good to periodically take a look at how you’re doing in achieving your goals, and to see where your finances are. Or updating goals to reflect your current financial situation, and then achieving those new, or updated, goals.

5

Achieve your Goal - Center for Financial Planning and Investment Center for Financial Planning and Investment

http://www.cfpionline.org/education/getting-started/achieve-your-goal

Monday August 22nd, 2016. Center for Financial Planning and Investment. Members of the CFP&I. Frauds & Scams. Before you move on to achieve your goal, let’s review quickly: have you figured out where you are financially. Have you thought about some potential goals. Now, let’s move on. Here’s a link. To a useful worksheet from the University of Tennessee. For helping you figure out specific goals, and how to achieve them. About the financial planning process, click here. Return to Getting Started.

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