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New Study Shows Ties Between Personality, Estate Planning

By John Manganaro May 03, 2023 ThinkAdvisor

How do personality traits influence financial planning? When it comes to estate planning, forthcoming research in Financial Planning Review found that agreeableness was tied to leaving unequal bequests. Knowledge of the Psychology of Financial Planning can help financial planners better assist their clients.

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John Manganaro
May 3, 2023