Planners Should Retire Their Way to Success…

August 2007
Journal of Financial Planning;Aug2007, Vol. 20 Issue 8, p13
Academic Journal
The article presents findings from interviews conducted by Fidelity Investments of investors between the ages of 55 and 70 who have at least $250,000 in investable assets. Investors whose financial planners fashioned retirement income plans tended to be satisfied clients, and showed a marked willingness to either confide all of their assets to the planner's care, or recommend the planner to a friend. However, fewer than one-quarter of those interviewed said that their financial planner was highly knowledgeable about Social Security of long-term care.


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