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In the News

Almost Half of Americans Don’t Have a Financial Plan. Taking This Step Can Change That

By Lorie Konish September 25, 2025 CNBC

With nearly half of Americans lacking a written financial plan, choosing a trusted advisor can be key for long-term financial success. Professionals with proper credentials, including CFP® certification, can be verified through CFP Board's website to ensure quality guidance.

Read More at CNBC

CNBC
Lorie Konish
September 25, 2025