The most popular topic at San Francisco's free financial planning event Saturday was not how to manage debt during unemployment or how to save a house from foreclosure.
It was estate planning.
It's hard to say for sure whether that's a sign of the times - a glimpse of a new optimism about the economy or at least less fear and worry about day-to-day financial survival - but the event organizers and volunteers said they sensed a shift in conversation from previous years.
"Last year, people seemed to be about, 'How can I make sure I don't fall into the financial abyss?' This year, I'm seeing a lot more forward thinking and a lot less fear," said Lynn Ballou, [CFP Board Ambassador and CERTIFIED FINANCIAL PLANNER™] from Lafayette, who volunteered all day Saturday. Read more >
San Francisco Chronicle
October 19, 2013