November 2006
Journal of Financial Planning;Nov2006, Vol. 19 Issue 11, p12
Academic Journal
The article presents statistics related to financial planning. 19% of today's workers know when they'll be eligible for full Social Security benefits, with nearly half of today's workers mistakenly thinking they'll receive benefits earlier than they actually qualify, according to the Employee Benefit Research Institute and Matthew Greenwald & Associates. The 907-page Pension Protection Act of 2006 comes with 376 pages of explanation attached. 55 percent of affluent investors would follow their advisor if they moved to a new firm.


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