Americans Say Financial Plan Ensures Confidence

More than half (58%) of Americans indicate they would feel more confident about their finances if they had a financial plan in place.  

According to a survey released by Certified Financial Planner Board of Standards Inc., if given one hour with a financial planner, people would take advantage of it—focusing on retirement and budget planning. Thirty-six percent of Americans reported working with a financial planner or adviser. 

The survey revealed that more than four in five (86%) respondents agree with the statement, “Everyone should have a financial plan. Even if you have very little money, it is good to know in advance how you will spend it and the best means of growing what you have.”

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Seventy-nine percent of respondents claimed to have a financial plan in place. The majority of respondents, however, do not have an official, written document. Forty-six percent said they just have a plan in their head, and 11% only have notes or ideas written down. Forty-two percent of respondents said they had an official written plan.

Paybridge Hires Director of Strategic Partnership

Mike Ziccardi joined the Paybridge team as director of strategic partnerships.

In this role, Ziccardi will work with existing and prospective Paybridge Partners to develop strategic marketing plans that will help Paybridge partners become more competitive, efficient and profitable. Paybridge is a national provider of integrated payroll, HR and retirement services.  

Ziccardi was previously the national sales director for Mutual of Omaha. He has experience as a registered investment adviser (RIA), retirement plan consultant and national sales manager.   

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