- 65% of American investors with a net worth of over 1 million dollars do not have a written retirement plan.* Do you?
- 45% of Americans with a net worth of over 1 million dollars are very concerned that they will outlive their money.* Are you?
- Statistics show that people who hire a financial planner or investment advisor are twice as confident about their financial future. CONTINUE
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- 55% of adult Americans do not have a written will.
- Fewer than 19% of Americans have an estate plan.* Do you?
- Proper estate planning helps avoid probate issues, can help establish a legacy and may even minimize taxes CONTINUE
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- 74% of American investors with a net worth of over 1 million dollars feel less wealthy than they did in 2008.
- 40% of American investors with a net worth of over 1 million dollars say that their appetite for risk has changed in the last year.* Has yours? CONTINUE
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