Shift in Financial Planning Reflects Optimism

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Shift in Financial Planning Reflects Optimism

Oct 19, 2013

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
Erin Allday
October 19, 2013
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