Talking Points

Tired of giving the same old presentations? Use these nuggets of information to spruce them up.
Reported by PLANADVISER Staff
  • $tre$$: A recent survey for Union Bank finds 90% of Americans agree that financial stress can affect one’s health. Even more women (91%) and adults (92%), 45 and older, link stress to concerns over money; however, 60% of those surveyed may not be taking the necessary steps to improve financial fitness. Sixty-three percent of Americans said it is harder today to get financially fit than it is to get physically fit (see “Americans Say Fiscal Fitness Harder to Attain than Physical Fitness”).
  • 52%: The fourth Real Life Retirement quarterly pulse survey conducted by Charles Schwab & Co., Inc., finds that more than half of all investors (52%) are getting more involved in retirement planning. According to the survey, self-reliance increased after hearing about experiences of a friend or loved one going through a personal financial crisis (see “Schwab Study Finds More Diligence in Retirement Savings”).
  • We don’t know a millionth of one percent about anything.—Thomas A. Edison
  • Working Past Retirement: More than half (52%) of respondents to a Towers Watson survey said the percentage of their employees working past their desired retirement age is higher than it was before the financial crisis (see “Recession Has Taken Toll on Employee Retirement and Benefits”).
  • Fitting In: A CareerBuilder survey finds 39% of employees polled feel some of their workplace colleagues tend to run a bit out of control. The online job site company’s poll found that more women (42%) than men (37%) say they feel like an office outlier because of their co-workers’ curious behavior. Health care, sales, and professional and business services workers top the specific industries where more workers feel that they don’t fit in.