Widows' Voices: The Value of Financial Planning.

Autor: Rehl, Kathleen M., Moor, Carolyn C., Leitz, Linda Y., Grable, John E.
Předmět:
Zdroj: Journal of Financial Service Professionals; Jan2016, Vol. 70 Issue 1, p53-60, 8p
Abstrakt: In this article, findings from a study designed to evaluate the perceptions of widows in relation to financial advice are reported. Based on a sample of 1,100 widowed respondents, results suggest that working with a financial advisor significantly improved widows' financial confidence in their current and future financial situations. Practical implications for advisors are presented with additional suggestions for further work in this important area. [ABSTRACT FROM AUTHOR]
Databáze: Complementary Index