Are you reading this on your iPad at the gym? Or from your newly de-cluttered basement? How about from your financial advisor’s office?
One hundred and forty-one million Americans ushered in 2012 with New Year’s resolutions, but, unfortunately, most are not focused on improving their financial planning this year. According to a recent Allianz survey, only 20 percent of people making resolutions vowed to address their finances in the coming year.
The most common reasons financial planning didn’t make the cut:
- People think they don’t make enough money to justify a financial plan (35 percent)
- They believe they already have a good financial plan (23 percent)
- They lack a financial advisor (17 percent)
As we've shown before on the NAIFA Blog, advisors are available to serve clients from nearly every income bracket. And the benefits of professional financial services are real: advisors address many of their clients' real-word financial problems, and people who work with an advisor tend to earn better returns than those who lack professional help.