In the News
62% OF ADULTS AGE 50 AND OLDER HAVE NOT USED PROFESSIONAL HELP TO PLAN FOR RETIREMENT. HERE'S WHY
It’s important to check whether a professional has the CFP® designation, says National Association of Personal Financial Advisors (NAPFA) Chair Daphne Jordan, CFP®. “Everybody should have a financial plan because it helps you map out the terrain for the rest of your life.”
CNBCLori Konish
January 10, 2024