October 1996
Journal of Financial Planning;Oct96, Vol. 9 Issue 5, p13
Academic Journal
The article reports on developments related to financial planning and financial management. According to the latest Certified Financial Planner Survey of Trends in Financial Planning, the tenth survey conducted by the National Endowment for Financial Education, the average Certified Financial Planner professional is between the ages of 34 and 54, is a male, works alone, earns $80,000 gross, $53,109 net, Charges $100 an hour, etc. Banc One Corp. is going to test market a credit card this fall that allows participants in 401(k) plans to borrow up to 40 percent against their account's value. Participants would repay their account at prime, with another three to four percent on the outstanding balance going to Banc One. The Chemical Heritage Foundation, a long-time client, wanted to put $40 million into Vanguard's Admiral Short-Term Portfolio, which invests in short-term treasury bills. Young people are encouraged to go abroad for better prospects. Nervous about the U.S. markets, investors are beginning to look overseas for more fertile investment.


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