Surveys Show Silent Money Strains Shaping Client Behavior

Research from CFP Board and Empathy shows that many Americans hide everyday financial stress and delay key planning conversations, a pattern underscored in CFP Board’s survey Financial FOMO: A Survey About Money and Relationships, which found that most people skip social events due to cost without telling loved ones why. CFP Board CEO K. Dane Snowden warns that this quiet stress can harm relationships.

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