Observer: STATS & FACTS

June 2008
Journal of Financial Planning;Jun2008, Vol. 21 Issue 6, p10
Academic Journal
The article presents financial planning-based news briefs. An AARP Financial survey of Americans of age 18 and older found that under half of Americans have an individual retirement account (IRA) and don't know how IRAs work. Research from Harvard Business School and the University of British Columbia reported that people have increased happiness when they give money away to others compared to those who spend it on themselves. The majority of clients won't follow financial advisors to new firms.


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