Success with Room to Grow

Schulaka, Cony
December 2011
Journal of Financial Planning;Dec2011, Vol. 24 Issue 12, p34
Academic Journal
The article discusses the results of the 2011 study of the Financial Planning Association (FPA) regarding retirement income planning. It mentions that the study revealed a general level of success among experienced planners, although they still need to improve. Moreover, the study found that most of the surveyed planners choose process-based approach in planning.


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