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Based on a 10-point scale, here’s the list of life events that are most likely to motivate consumers to ask for financial planning advice: Approaching retirement (7.3)Pension or individual retirement account (IRA) rollover (7) Inheritance/unexpected windfall (5.5) Fund education (4.4) Investments/assets erosion (3.7) Change in marital status (3.6) Birth of child (3.5) Buy/sell/start a business (3.1) Elder-care responsibilities (3.1) Significant health-care costs (2.9) Potential/actual job loss (2.9) Increasing personal debt (2.5) Source: Denver-based Certified Financial Planner Board of Standards' (CFP Board) first CFP Practitioner survey, conducted by Illinois-based Market Facts Inc. |
 
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