Clients usually look to financial advisors for advice and guidance when getting their affairs in order but they may not being sharing everything. This is according to report released by Securian Financial Group and published by CPA Practice Advisor. The report found that 29 percent of people …
financial planning
Clients Understand The Value of Life Insurance But Are Confused About How to Buy It
A recent study by WellPoint and published in MarketWatch.com has found that Americans believe in doing the right thing when it comes to protecting themselves. After all, we support recycling to protect the environment and researching the safety records of cars before we buy them, we also believe in …
Women Tend To Ignore Financial Planning
As powerful as women have become in past years they are still in the dark on key aspects about their retirement finances. Women's responsibilities differ from family to family. While many women take care of everyday household bills and know the big financial picture they leave the details of their …