Retirement preparation
By Staff Writer$71,400 - Approximate average annual income for boomers born in 1946. 54% - Percent of boomers who feel they have done a poor to...
Leisure spending
May 28, 2008
Green buying motivations57% - Percentage of people surveyed, earning $50,000 or less, who are motivated to buy "green" products on a regular basis. 54% - Percentage...
May 28, 2008
Zero coupon bondsZero coupon bonds defer interest until the bond matures, allowing investors to purchase a bond at a deep discount and collect a lump sum at...
May 28, 2008
A million-dollar equationWhat hard numbers are needed to build a million-dollar business? According to David Mullen, author of "The Million-Dollar Financial Services Practice," you should have at...
May 28, 2008
Mutual fund ownership51,000,000 - The number of U.S. households that own mutual funds. 44 - Percent of U.S. households that own mutual funds. $10,300,000,000,000 - The amount of mutual...
May 28, 2008
Goal-based ownership transfer planThere are three steps for implementing a goal-based ownership transfer plan: Step 1: Determine the goals you want to achieve and reward within your practice. Step...
May 28, 2008
Baby boomer assets85% - Percent of boomers who own their own home. $71,400 - Approximate average annual income for boomers born in 1946. $297,900 - Average...
May 28, 2008
Boomers on the road259.4 million - Number of trips made in the United States by baby boomers. 26% - Percentage of boomers who prefer to fly than...
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