Posts by Shawn Janes
Debt Reduction in 2025: Why It Matters for Financial Planners
CFP® Board In The News According to new research from the CFP Board, Americans are heading into 2025 with one financial goal top of mind: reducing debt. In fact, 97% of U.S. adults have set financial resolutions for the year, and debt repayment is the clear frontrunner.¹ This trend isn’t just a consumer sentiment shift—it’s…
Read More2025 Tax Changes: What CFP® Professionals Need to Know About the TCJA Sunset
CFP® Board In The News As the end of 2025 approaches, key provisions of the Tax Cuts and Jobs Act (TCJA) are set to expire, potentially reshaping the financial landscape for individuals and businesses alike. For Certified Financial Planner™ professionals—whether seasoned advisors or those preparing for certification—understanding these impending changes is crucial for effective client…
Read MoreCFPs and the AI Revolution: Growing Interest, Slow Adoption — What You Need to Know
Good to Know Generative AI (Gen AI) is poised to revolutionize the financial planning profession — but despite the buzz, adoption among Certified Financial Planners™ (CFPs) remains surprisingly sluggish. Recent data from both the CFP Board and InvestmentNews shine a light on this paradox: high interest, low execution. The Numbers: Enthusiasm Outpaces Action According to a February…
Read More2025 Tax Law Proposals: A Call to Action for CFP® Professionals and Candidates
CFP® Board In The News The landscape of tax policy is once again shifting—and the implications for retirement and estate planning are profound. As CFP® professionals and those preparing for the designation, it’s our responsibility not only to stay ahead of these changes but to help our clients do the same. The CFP Board has issued…
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