Consider Goals in Planning for a Major Purchase
If a major purchase is in your future, both your finances and your peace of mind will benefit from advance planning. A few basic principles apply across the board (e.g., begin saving as far ahead as possible and always look for the best deal), but every instance carries a different set of considerations that can help you make the most of your decision to spend.
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Plan Now for Comfortable Retirement
Saving for retirement isn’t what it used to be. The metaphor of retirement as a three-legged stool – supported by a pension, savings and Social Security – is no longer adequate for lifelong financial stability.
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MARILYN MOHRMAN-GILLIS JOINS CFP BOARD AS MANAGING DIRECTOR OF PUBLIC POLICY
WASHINGTON DC, July 16, 2008 – CFP Board, the certifying and standards-setting organization that oversees nearly 58,000 professionals holding CERTIFIED FINANCIAL PLANNER™ certification, today announced it has hired Marilyn Mohrman-Gillis as Managing Director, Public Policy, effective Aug. 18. A well-rounded policy executive with a long and distinguished public policy career in Washington, DC, Ms. Mohrman-Gillis will direct CFP Board's advocacy initiatives on behalf of the public.
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