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Avoid These Top Mistakes in Dual-Income Retirement Planning
Key Planning Strategies for Dual-Income Households 1. Maximize Contributions Across Accounts Double up on 401(k)/403(b)/457 plans: Each partner can contribute the annual maximum—$23,500 in 2025, or $31,000 if age 50+. Roth IRAs & HSAs: Use Roth IRAs for tax-free withdrawals and HSAs for triple tax-advantaged healthcare…
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Master’s Monday Connections: Find Your Study Buddy! 🤝
Graduate school is better together—especially when you’ve got someone to share the journey with! Whether you’re looking for a study partner in the same time zone or someone taking the same courses, this is your space to connect. 🔍 How to Join In: Drop your details in the comments below: ✏️ What courses you're taking this…
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Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Checkout the webpage here:https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and professional…
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Check Out the New Alumni Page and Share Your Feedback
We’re excited to share that the new Alumni webpage is here—a central hub to help you stay connected, celebrate accomplishments, and access valuable tools. Here’s what you can already explore: Check out the Alumni webpage here: https://www.cffp.edu/alumni ✅ Attend an Event – Stay in the loop with upcoming alumni and…
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📸 Alumni Spotlight: A Day in the Life
Ever wonder what your fellow CFFP alumni’s workday looks like now? Whether you’re managing client portfolios, leading a team, or running your own practice, every day has its own rhythm and story. ✨ Here’s your chance to give the community a peek behind the scenes! Share a snapshot or a brief description of a typical…
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Master's and the Growth Mindsets
The Master's Mindset is a step above undergraduate study. Master's students learn to ask "why," going beyond simple answers. A Growth Mindset is applicable to any education, and Carol Dweck has a lot of resources on this, including a book called Mindset: The New Psychology of Success. A chart, found on a Farnam Street…
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Why take PFPL 650 in the Client Psychology track?
Are you ready to take your client relationships to the next level? I’m excited to tell you about PFPL 650, Client Psychology and Communication, a graduate-level course designed to deepen your understanding of how clients think, feel, and make financial decisions. This isn’t just theory—we explore real client behaviors,…
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Master’s Monday Insights: Want to Join an Ongoing Conversation? Jump In!
There are already some great discussions happening in the community—don’t be shy! Whether you have a question, want to share a comment, or just connect, joining a thread is a fantastic way to engage with fellow students and faculty. 👇 Check out these active posts and drop a comment to share your thoughts or ask a question.…
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🎒📚 National Back to School Prep Day: Fall 2025 is Here! 🍂✨
Whether you’re gearing up to return to your Master’s courses, starting CFP coursework or exam prep, beginning a new designation, or helping a child get ready for their big school year, this season is all about fresh starts and exciting opportunities! It’s the perfect time to set goals, organize your study space, and get…
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Understanding the Financial Planning Process: A Core Foundation for Every Planner
One of the most essential foundations in financial planning is a thorough understanding of the financial planning process. This process is more than a checklist—it’s a structured, repeatable framework that enables planners to deliver ethical, client-focused, and results-driven advice in a variety of scenarios. At its core,…
