08.02.24

U.S. Households Face Significant Financial Advice Gaps

by: Natalie Lin

A Hearts & Wallets survey has revealed that U.S. households have significant financial advice gaps, defined as finance-related tasks that households find very difficult and for which they have not sought help in the past year. Nationally, the largest gaps in advice, measured in dollar terms, include estate planning, emotionally handling market volatility, Roth conversions, buying and selling specific securities and balancing goals with required minimum distributions.

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