SPRING INTO FINANCIAL FITNESS!
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Toronto, April 18, 2006 — Spring is an ideal time for getting fit, planting a garden, cleaning out the closets (spring cleaning) and getting into financial shape!
Want to help your readers with a spring financial tune-up? We can help!
We can put you in touch with CFP professionals from across the country who can offer expertise and insight on what it takes to get into financial shape and how to get started.
Trained to provide financial planning advice, CFP professionals can also talk about other issues related to savings and investment, insurance, tax and estate planning, education savings, budgeting and more. See additional story ideas below.
Also, please check out our side-bar tip-sheet with many of our most popular web links helping Canadians get savvy about their financial planning choices.
OTHER STORY IDEAS: Some timely themes to consider:
Spring and mortgage decisions! People buy houses year-round, but spring is notoriously the hottest time of the year for home buying. There are a myriad of key financial decisions that come with making one of the biggest purchases in one's lifetime — and ongoing home ownership. What type of mortgage: long or short; fixed, variable or other? What about the new products e.g. pay monthly interest-only? Home insurance? Paying down the mortgage? Pros and cons of renting out the basement apartment? Real estate as an investment or a home? And more!
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7 WAYS TO START TUNING UP YOUR FINANCIAL PLANNING IQ:
FPSC continually updates its website (www.cfp-ca.org) with new tools and information that will help Canadians take the next step in their journey to financial success. Here are some of our most popular sections your readers may enjoy:
1) Learning Centre: www.cfp-ca.org/learningcentre/ public_index.asp
2) Test your financial IQ: www.cfp-ca.org/public/ public_testyourfinancialiq.asp
3) Financial Planning tips: www.cfp-ca.org/public/ public_financialplanningtips.asp
4) Ask an Expert: www.cfp-ca.org/aae.asp
5) 10 tips to help you choose a Planner: www.cfp-ca.org/public/ public_choosingaplanner.asp
6) Mistakes and Misconceptions: www.cfp-ca.org/public/public_ mistakesandmisconceptions.asp
7) Find a CFP Professional (search function): www.cfp-ca.org/public/ public_findaplanner.asp
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More than 14 million Canadians will get a tax refund this spring. Sure, many experts say if you've got a tax refund you didn't plan right. But what the heck, more than 14 million Canadians will be fattening their wallets soon with an average tax refund of about twelve hundred dollars. What to do with that windfall? Pay down the mortgage? Pay off other debt? Contribute to your RRSP? Invest? Splurge? Help!
Speaking of Windfalls….
These days, lotteries are getting bigger and splashier. Win a thousand dollars a week or take a lump sum! Win a dream home or take the cash! Smart winners are consulting financial planners before making those big decisions. Whether it's a lottery, inheritance or other windfall, find out what factors to consider before making those decisions.
Goals, goals, goals! Life coaches aren't the only ones getting their clients to consider their life goals. CFP professionals, too, engage their clients in conversations about life: what's important to you? How do you want to live? What's non-negotiable? What is your passion? Your dream? Care to explore a story on how life planning and financial planning go hand-in-hand?
You mean financial planning and investing aren't the same thing? Explain! Canadians hold many misconceptions about what financial planning is and isn't. Check out the top 10 Financial Planning Misconceptions/release and let us help you demystify your readers on a variety of financial planning topics.
Financial Planners Standards Council (FPSC) is a not-for-profit organization established in 1995 to foster professionalism in personal financial planning. FPSC develops and enforces the highest standards in financial planning competency and ethics for individuals who hold the CFP® (CERTIFIED FINANCIAL PLANNER®) in Canada. There are currently almost 17,000 CFP professionals in Canada and more than 94,000 individuals who have earned CFP certification in 18 countries around the world. See www.cfp-ca.org for more information.
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MEDIA CONTACTS:
Eileen Chadnick/Chadnick Communications for FPSC at 416.631.7437 or e-mail eileen@chadnick.com or Reed Hilton/FPSC at 416.593.8587 ext. 235 or e-mail rhilton@cfp-ca.org.
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