Financial Wellness Report

But in a new survey, advisors say they’re selling themselves short.

New Financial Wellness Report highlights consumer anxiety as immediate expenses and cash accumulation take priority over retirement planning and large expenditures.

They seem to be taking the coronavirus seriously and using it as an occasion to recommit to financial wellness, a Financial Planning survey finds.

Some clients shift into “survival mode,” according to Financial Planning's latest Financial Wellness Report.

Amid all of the anxiety stemming from the pandemic, retirement savers may be more engaged with their wealth.

The latest Financial Wellness Report reveals client preparedness for ageing and emergencies.

Red flags include retirement savings and health insurance.

Poor decisions cut a swath across all income levels. Almost a quarter of advisors say at least 50% of their high-net-worth clients are living paycheck to paycheck, according to Financial Planning's new study.

Financial literacy is a problem for a wide range of clients, plus other findings unearthed in Financial Planning’s new survey.