|
|
Planners | Nonplanners |
|---|---|---|
| Have an emergency fund | 65% | 33% |
| Aware of fees and investment costs | 71% | 45% |
| Regularly rebalance portfolio | 87% | 63% |
| Never carry a credit card balance, make payments on time, or have no debt | 47% | 29% |
Disclosure Title
Source:
Disclosure