Is it a priority to have a financial plan?
This is what prospect’s think:
- Silent Generation (Born 1929 – 45) 87%
- Baby Boomers (Born 1946 – 64) 85%
- Generation X (Born 1965 – 81) 74%
- Generation Y (Born after 1981) 73%
This is what advisor's think:
- Silent Generation (Born 1929 – 45) 65%
- Baby Boomers (Born 1946 – 64) 65%
- Generation X (Born 1965 – 81) 21%
- Generation Y (Born after 1981) 7%
How much confidence do those with retirement or financial plans have in their plan?
While over 90% of all prospects think it is important to have a plan more than 30% of pre-retirees lack confidence in their plan. Here is the confidence gap by demographic:
- Silent Generation (Born 1929 – 45) 14%
- Baby Boomers (Born 1946 – 64) 36%
- Generation X (Born 1965 – 81) 49%
- Generation Y (Born after 1981) 54%
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