 If we, as advisors, are going to help clients improve on their financial security, we need to be really good educators and motivators."Micky Reeves, wealth advisor at Buckingham Asset Management |
Study: 33% of Americans have no financial plan
Anna Robaton | CNBC, April 2015
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Summary: Some 58 percent of Americans believe their financial-planning efforts need improvement, but 34 percent of us have done nothing to plan for our financial futures, according to a newly released study by Northwestern Mutual.
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