CMP Financial Planning

Uncategorized


Creating a Special Needs Financial Plan

- Oct 29, 2018

Creating a special needs financial plan involves putting together two plans: one for the parent and one for the child with a disability. Because the combined financial plans take into account the needs and goals of both the parents and the adult child with a disability there is additional complexity in producing an overall projection…

Read More »

Investing in Socially Responsible or Sustainable Funds

- Sep 27, 2018

 By Christina Povenmire, MBA, CFP® According to the 2014 Nielsen Global Survey of Corporate Social Responsibility, more than half of consumers surveyed globally said they would be willing to pay more for products and services from companies committed to a positive social and environmental impact. And when it comes to investing, a recent Morgan Stanley survey…

Read More »