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Financial Planning & Advice
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Financial Planning Critical Regardless of Wealth: Survey - Financial Planning

Advisors trying to persuade prospects about the benefits of planning can point to a new study of household financial decision-makers that shows those who have taken the time to put together a plan feel more confident and report more success...
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5 Retirement Planning Questions to Ask Yourself | Nationwide Insurance

5 Retirement Planning Questions to Ask Yourself | Nationwide Insurance | Financial Planning & Advice | Scoop.it
Will your retirement plan provide the retirement you picture for yourself?
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Financial Advice for People Close to Retirement

Financial Advice for People Close to Retirement | Financial Planning & Advice | Scoop.it
The ideal approach to retirement savings is a long-term one, but life can throw out situations that for various reasons upset the best attempts at saving for retirement.
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Pay Teachers More: Financial Planning for Reach Models

Pay Teachers More: Financial Planning for Reach Models | Financial Planning & Advice | Scoop.it
Pay Teachers More: Financial Planning for Reach Models http://t.co/6Djwf1fh via @publicimpact...
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Fidelity Survey Finds Wealthy Investors Prefer Bonds, Dividend-Paying Equities - Financial Planning

A prolonged low-interest-rate environment has compelled high-net-worth investors to seek out dividend-producing stocks and corporate bonds with vigor, according to a new survey by Fidelity Investments.
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Transition Boomers Unprepared For Retirement: Allianz - Financial Planning

Allianz Life survey also finds many ignore the effects of inflation and taxes on their retirement income; company launches online retirement planning application. (Are you or do you know boomers who are not yet ready for retirement?
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Baby Boomers Share Their Biggest Retirement Planning Regrets

Baby Boomers Share Their Biggest Retirement Planning Regrets | Financial Planning & Advice | Scoop.it
We all make some mistakes along the way but here are the biggest mistakes that derailed these people's retirement plans.
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Will the Market s Direction Determine the Presidency? - Financial Planning

Will the Market s Direction Determine the Presidency? (Will the Market s Direction Determine the Presidency?
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Social Media, Technology Usage Increases Among Older Investors - Financial Planning

Social media and technology usage has increased among ultra-high-net-worth and millionaire investors, according to a new Spectrem Group report.
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CFP Certification Drives Adviser Revenue, Client Satisfaction: Study - Financial Planning

Financial professionals who hold a certified financial planner (CFP) certification can expect to generate more revenue and enjoy higher levels of client satisfaction than their counterparts without the designation, a new study has found.
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