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2012 Household Financial Planning Survey: Financial Planning Helps Americans of All Income Levels, Even During Hard Times

July 22, 2012
CFP Board and the Consumer Federation of America released findings from a survey conducted to assess American's household financial goals, liabilities and strategies for saving and investing. The survey, which included comparisons to a similar survey conducted in 1997, found that Americans with a personal financial plan feel more confident and report more success managing money, savings and investments than those who have not prepared a financial plan.

Read a Summary of the Report (PDF, 261KB)

Read the Full Survey Report (PDF, 670KB)

Read the News Release

Read USA Today's coverage of the 2012 Household Financial Planning Survey