Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
Nerd's Eye View
AUGUST 22, 2022
In general, this means that people are more likely to be more aware of how much cash they're holding than the other numbers in their financial life, like the balances on their retirement accounts (which, being less 'immediate' in their intended purpose, are not often at the forefront of most people's minds to the same extent that cash is).
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Nationwide Financial
AUGUST 14, 2022
National Financial Awareness Day can be a great time to check in with your clients and discuss credit card debt, check their credit score to make sure they’re where they want to be, help ensure they’re on track for retirement, and so much more. Although 53% isn’t ideal, this number shows improvement from 35% in 2009.
WiserAdvisor
FEBRUARY 21, 2023
Some studies also show that by 2034, the number of older adults will outnumber children. Due to the lack of technological know-how in the older generation, many scammers use new-age methods, such as obtaining passwords, account numbers, Social Security numbers, etc., Additionally, it also helps clients manage their money better.
Nationwide Financial
OCTOBER 10, 2022
Both individual investors and financial professionals are now less optimistic about the next 12 months than they were a year ago, according to the results of our eighth annual Advisor Authority survey, powered by the Nationwide Retirement Institute ®. In 2022, that number dropped 15 percentage points to 48%.
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