Reported 8 months ago
Charles Schwab's Modern Wealth survey reveals that nearly 2/3 of Americans believe they are better positioned to achieve financial goals than previous generations. Rob Williams, Managing Director at Charles Schwab, discusses the reasons for this confidence, attributing it to improved access to educational resources and investing platforms. Americans are relying on a variety of sources for financial information, including social media, financial media, friends, family, and professional financial advisors. By having a written financial plan, individuals can boost their confidence in managing their finances effectively.
Source: YAHOO