When it comes to the way in which Americans like to interact with their financial advisors, in-person is the heavy favorite, according to a recent poll
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As the largest generation in America - outnumbering baby boomers by nearly 8 million people - millennials are the retirees of tomorrow. Highly diverse in ethnicity, millennials are also quite different in how effectively they're preparing for retirement, two newly released surveys suggest.
Financial professionals who are hesitant to offer educational services to millennials - believing they won't be interested - may want to reconsider.
If your clients are looking to retire somewhere and keep as much of their hard-earned assets as possible, Delaware is the most likely place where they can do it, a recent study found.