TITLE

Observer

PUB. DATE
February 2008
SOURCE
Journal of Financial Planning;Feb2008, Vol. 21 Issue 2, p10
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
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.
ACCESSION #
30022301

 

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