A study released by Nationwide Funds indicates that more than 25% of Americans don't have a financial plan, and 38% of people in that group don't intend to create one, in part because they don't plan to retire. The survey covered 783 adults with at least $100,000 in investable assets. Advisers should reach out to potential clients to explore their reluctance about working with financial advisers and to try to assess their financial planning goals. See AICPA PFP News below for a checklist illustrating 101 (and more) reasons why clients should seek planning assistance now.
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