Deferred Planning

According to Fidelity’s annual Financial Resolutions Report, 70% of Americans claim they have a financial plan. Dennis and Katie disagree. According to these financial advisors, they don’t have a problem with the number, but rather the definition of what Americans constitute as a “financial plan”. They share how they help families who have deferred proper planning, emphasizing that it’s not too late to salvage your financial future.

The sooner you build that awareness, it is like a superpower toward confidence. The more awareness you have of your circumstances. – Dennis Morton

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Reference Links:

Fidelity’s 2024 Financial Resolutions Report