Yeske and Buie (2014) recommend that financial planners treat specific investment accounts, such as retirement funds and college savings, as distinct "buckets" to help clients view them as long-term investments that should not be disturbed, thereby increasing the likelihood of reaching financial goals.

Authors

• Person: Not available Organization: Financial Planning Association
  Understanding Behavioral Aspects of Financial Planning and Investing

Sources

• Understanding Behavioral Aspects of Financial Planning and Investing www.financialplanningassociation.org Financial Planning Association via serper

Referenced by nodes (2)

• retirement savings concept
• financial planner concept