FINANCIAL W
That’s what this booklet
is all about. The U.S.
Department of Labor and
Certified Financial Planner
Board of Standards Inc.
(CFP Board) want you to
succeed in setting financial
and retirement goals. Savings
Fitness: A Guide to Your
Money and Your Financial
Future starts you on the way
to setting goals and putting
your retirement high on the
list of personal priorities.
The Department of
Labor’s interest in retirement
planning stems from its desire
to improve the security of American workers in retirement. In 1995, the Department launched its Retirement Savings Education Campaign. Saving is now a national priority, with the passage of the Savings Are Vital to Everyone’s Retirement Act of 1997 (SAVER).
The Department continues to educate Americans about retirement savings.
CFP Board also has a keen interest in helping Americans meet their personal and financial goals. A nonprofit, certifying and standards-setting organization, CFP Board exists to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. To this end, CFP
Board authorizes individuals who meet its competency, ethics and professional standards to use its trademarks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and
in the U.S. CFP Board currently oversees more than 67,000 CFP®
professionals in the U.S. who advise individuals and families on a broad range of personal finance topics, including retirement, budgeting, taxes, investments, estate planning, and insurance among many others.
U.S. Department of Labor Employee Benefits Security Administration 3
SAVINGS FITNESS A GUIDE TO YOUR MONEY AND YOUR FINANCIAL FUTURE
This booklet shows you the key tool Getting Fit...
for making a secure retirement a reality: