Sentences with phrase «survey of financial planners»

Running out of money ranks as Americans» top retirement concern, according to a recent survey of financial planners.1 Guaranteed streams of income may help reduce anxiety about outliving savings and help people maintain their lifestyle during retirement.

Not exact matches

A CNBC / FPA survey of 1,449 of those members showed that certified financial planners are still bullish on stocks.

Corley, an accountant and financial planner, draws conclusions from surveys of 233 wealthy individuals on their daily habits and compares them with 128 lower - earning individuals.

A survey from the American Institute of CPAs confirms that: 41 percent of CPA financial planners reported that coming up short in retirement topped the list of their clients» financial concerns.

In a recent survey, 57 % of CPA financial planners said their clients» top retirement concern was depleting their nest egg too soon.

One final finding from the survey that is consistent across all demographic segments is the belief that financial planners are the most reliable sources of financial information — more so than newspapers, websites, or other professionals.

When it comes to comprehensive financial plans, according to the 2012 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plafinancial plans, according to the 2012 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plaFinancial Planning Survey conducted by the Certified Financial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plaFinancial Planner Board of Standards, «Overall, only about a third (31 %) of decision ‐ makers today report having ever put together such a plan.»

Financial planners, in surveys, say they don't chase returns, but an analysis of their investment choices by Daniel Bergstresser of Harvard Business School found plenty of evidence of it.

AICPA Personal Financial Planning Trend Survey The American Institute of CPAs surveyed CPA financial planners in February, 2015 to gain insight on their clients» main retirement Financial Planning Trend Survey The American Institute of CPAs surveyed CPA financial planners in February, 2015 to gain insight on their clients» main retirement financial planners in February, 2015 to gain insight on their clients» main retirement concerns.

Another survey, a poll of financial planners by the American Institute of CPAs, found that even affluent clients have substantial fears about outliving retirement money and runaway health expenses.