CFP Board eNewsletter

	CFP Board eNewsletter \| May 2006

	(Reprinted with Permission)

	Mom's Money Lessons
	Survey: From What Source Have You Learned the Best Money Lessons?
	Let's Talk About Debt
	Profile: Mercer bullard, founder and President of Fund Democracy
	About This eNewsletter

	Mom's Money Lessons
	It’s hard to underestimate the continuing influence a mother has on a person’s life. Whether you’re happy with the money lessons you learned from the parental figures in your life or if you’ve decided those lessons aren’t leading to the financial situation you would like, taking time to think about the money habits you’ve picked up can shed light on ways to do things more effectively.

Survey: From What Source Have You Learned the Best Money Lessons

There’s no shortage of information about how to handle money. Money lessons are learned every day from conversations with family and friends, from employers, from newspaper articles and television shows and from in-depth counseling from CERTIFIED FINANCIAL PLANNER™ certificants and other financial service professionals. Let CFP Board know where you’ve learned the best lessons. After you have completed the survey, take a look at how you compare to others who answered this question.

Take our Survey

Let's Talk About Debt

Talking to your parents about money can be like talking to your parents about sex: awkward, tense and ultimately not very informative. But if there ever was a time for parents to prepare their kids for the cold, hard facts about money, that time is now. Young people today face financial challenges their parents never had to face: debt, primarily from student loans and credit cards.

Read the complete editorial from best-selling author James Geary and find online resources for educating young people about money.

Profile: Mercer Bullard, Founder and President of Fund Democracy

It’s no secret that mutual funds are increasingly becoming a dominant part of the investment landscape in America, especially as Americans increasingly rely on self-directed investments to supplement company pensions or provide the main source for retirement funds. It’s also no secret that the management of mutual funds can be complicated and confusing. In 2000, Fund Democracy was established by Mercer Bullard to help give mutual fund shareholders a voice in the management and regulation of the mutual funds they own. Read more about Fund Democracy and the progress that has been made to make the mutual fund industry more transparent to its shareholders.

Mercer Bullard will speak about mutual funds at CFP Board’s 2006 Annual Meeting on Friday, August 4, 2006, at the Los Angeles Convention Center. General admission is free, but registration is required by July 19, 2006. Read more about CFP Board’s Annual Meeting and register online at: www.CFP.net/learn/annualmeeting.asp


	About This eNewsletter
	You are receiving this e-mail because you subscribed to CFP Board's eNewsletter. Periodically, CFP Board will e-mail you "It's Your Turn," which includes information about financial planning, consumer alerts, financial planning tools and resources and much more. Suggestions and feedback are welcome at mail@CFP-Board.org.