Make Financial Planning Work for You March 22, 2015 By Laurie Bonser, CFP® Leave a Comment March 22, 2015 Most people put off thinking about financial planning because of misconceptions about what the process involves or whom it can benefit. As part of its public education efforts, the Certified Financial Planner Board of Standards (CFP Board) surveyed CFP™ professionals about mistakes people make when approaching financial planning. The survey showed the public’s most frequent mistakes included:
Leave a Reply
You must be logged in to post a comment.