February 2002
Journal of Financial Planning;Feb2002, Vol. 15 Issue 2, p19
Academic Journal
This article focuses on various studies conducted in the field of financial planning. Money problems can affect the quality and satisfaction of a marriage, but they rank only fourth or fifth in importance in the breakup of marriages, asserts Jan Andersen, a professor at California State University in Sacramento. Maximum participation in tax-deferred retirement plans and individual retirement accounts actually raises lifetime taxes for low-income workers earning moderate to high investment returns, but reduces taxes for higher-income workers, concludes a study by the Federal Reserve Bank of Cleveland. Denver, Colorado-based Invesco Funds has suggested that more and more do-it-your self investors may be turning to professional advice as they age, and as the stock market struggles, the firm should quit selling its mutual funds directly to new customers and should ask them to go through brokers and financial planners. According to the Investment Company Institute, only 16 percent of all mutual fund sales in 2000 came from direct sales to retail investors.


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