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FAQ: Boldin Survey on End-of-Year Financial Planning Confidence
TL;DR
Boldin's survey shows high-net-worth individuals using their planning tools anticipate maintaining or increasing wealth, offering a strategic advantage for financial confidence.
Boldin's survey of over 1,000 users reveals that 99% conduct year-end planning, with 92% reporting increased confidence from annual goal reviews.
Boldin democratizes financial planning, helping 450,000 people build confidence for smarter decisions and a more secure future through accessible tools and support.
Boldin found that 80% of retirement planners use end-of-year activities for confidence, not just wealth building, highlighting a shift in financial priorities.
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The announcement presents results from Boldin's survey about end-of-year financial planning habits among financially savvy Americans, showing their high confidence and expectations for maintaining or increasing wealth at longevity.
The survey polled more than 1,000 financially savvy Americans who manage their own financial plans using Boldin, with respondents evenly split between retirees (51%) and those planning for retirement (49%), most being high-net-worth individuals.
Among retirees and retirement planners surveyed, 99% conduct year-end planning, with a majority reviewing their plan multiple times throughout the year.
Nearly 80% of retirement planners complete end-of-year planning activities to increase confidence in their plan, while less than half (43%) said they do so to build more wealth over time.
Nine out of ten (92%) respondents said that annual or more frequent reflection on their big-picture financial goals and progress significantly increases their confidence.
70% of respondents report assets ranging from $1 million to $5 million, making them high-net-worth individuals across all current wealth bands.
Across all current wealth bands, the majority of respondents anticipate having the same or more money at their longevity than they have today.
Boldin offers Retirement Planning software for independent management, support from coaches and online classes, and fee-based personalized advice from CFP® professionals at Boldin Advisors, with over 450,000 people having used their services.
For the full announcement with downloadable content, visit Boldin's reportable news page. For general information about Boldin's services, visit https://www.boldin.com/ or contact press@boldin.com.
Curated from Reportable
