"One of the most important components of financial planning is for people to engage their family and loved ones in the process... more than half of Americans say they never spoke with their parents about family finances-which is critical to help the next generation be prepared before life gets more complex."
"While one-third of baby boomers don't think they need a financial plan, 54% of Gen Z do think they need one-the highest of any generation. However, 74% of participants agree that there are more opportunities for making money than there were in their parents' lifetime."
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