Does your financial planning need to be improved?
Which of the following statements describe what would make for a remarkable rather than just an acceptable financial advisor?
Leading financial resolutions for 2018 in the U.S.
What is your top financial concern going into 2018?
Do you believe that you will be better off financially in 2018, compared to 2017?
Did you set a financial resolution ﻿for﻿ 2017?
What would make you stick to your financial resolution?
Can financial advice be automated, or does it require a human relationship?
Since entering retirement, has your personal financial situation improved, declined, or stayed the same?
Which of these financial products are you planning to acquire in the next 12 months?
Do you plan on downloading one of the many robo-investment apps (Betterment, WealthFront, etc) to help grow your money in 2018?