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Your Monthly Roundup of Financial Planning Tips

Financial Literacy Month is in full swing! In this issue of Here's the Plan™, we're focusing on raising awareness about the value of working with a CFP® professionalWe invite you to get started with financial planning by exploring the content below and learning how you can set yourself up for a successful financial future.

CFP professionals are a unique group of planners who have proven that they are qualified to provide objective financial planning advice at the highest level of complexity required of the profession. Ask these 3 questions to find the right planner for you and your family.

By 2020, it is predicted that 45% of the Canadian workforce will be self-employed, either full- or part-time. A CFP professional can give you the confidence in your finances that you need to be happily self-employed.

FPSC’s 2018 Money and Mental Health survey revealed that millennials aged 18 to 34 and parents with young children were most likely to feel pressure to “keep up” with the way their peers were spending money. Cynthia Kett, a CFP professional, explains how you can avoid the pitfalls of trying to keep up with your peers.

Getting ready for a new baby comes with a huge checklist of things to do, and financial planning generally doesn’t make the cut. Before you take parental leave, ensure your financial house is in order.
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