February 2008
Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p10
Academic Journal
The article presents a miscellany of information about financial planning and personal finance. A study conducted by Dow Jones found that top wealth managers take on relative few clients and develop close relationships with them. According to poll data over one-fifth of Americans have receives significant gifts of money from still-living relatives. A survey conducted by the Employee Benefit Research Institute found that 82% of those surveyed were motivated to take better care of themselves by rising health care costs.


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