Weekend Reading For Financial Planners (Dec 17-18) 2022
CFO News Room
DECEMBER 17, 2022
Among respondents without an advisor, 27% said they would be interested in receiving help on retirement income planning (27%), Social Security and Medicare advice (22%), developing a financial plan (22%), and tax guidance (21%), though notably tax guidance was the top area cited among those with at least $500,000 in assets.
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