The State of Financial Planning in America
A study , found the majority of Americans are stressed about their financial situations. However, by the National Association of Personal Financial Advisors (NAPFA), the outlook isn鈥檛 all grim: Americans are hopeful about their retirement options.
Fee-Only financial planners work with clients on goal setting, cash management, tax planning, investing, estate planning, insurance needs, education funding and retirement planning. It is important to look for Fee-Only financial planners, who act as fiduciaries, meaning they put the client鈥檚 interest ahead of their own.
