Date: March 26, 2012
Contact: Paul Golden 303-224-3514, firstname.lastname@example.org
DENVER—The madness of March is winding down, but there is a financial frenzy on the horizon as the tax deadline looms. Expert financial planners and advisors are weighing in on what Americans should be thinking about as their top financial priorities in 2012.
The National Endowment for Financial Education and the Financial Planning Association® (FPA®) have partnered on the Financial Four, a bracket of 32 concepts that helps users identify the financial areas that are most important to them. Using rankings from more than 300 financial experts from FPA membership, NEFE and the FPA identified the primary topics that people need to keep in mind to get through 2012 in the black.
“There aren’t any upsets in this bracket,” says Ted Beck, president and CEO of NEFE. “It can be overwhelming to prioritize all of the things you need to accomplish to keep your financial life in order. The Financial Four is a fun way to help people visually rank and arrange their financial responsibilities.”
“FPA and its expert members are proud to team with NEFE to narrow down the top financial areas that consumers should focus on this year,” says Marvin W. Tuttle, Jr., CAE, and FPA’s executive director and CEO. “Our aim is to help Americans take some of the ‘madness’ out of planning for their financial future by providing basic tools, resources and access to trusted professionals so they stay on the path to prosperity.”
What is your number-one financial priority? Is it establishing an emergency savings or having a budget? Is it more important to calculate how much you will need for retirement or write a will? In a head-to-head matchup, how does performing a regular financial checkup stand up against having a debt-payoff plan? The participating planners and advisors turned bracketologists logged on to www.financialfour.org and ranked their priorities.
How would you rank your Financial Four? Complete your bracket and see your prioritization at www.financialfour.org. For a complete list of all of the 32 financial concepts and where they ranked, click here.
About the Financial Four
The Financial Four, a joint project of the National Endowment for Financial Education (NEFE) and the Financial Planning Association (FPA), is designed to help people identify their top financial priorities. The interactive bracket allows users to rank each topic until they advance their selections to the top choice. This is the first version of the Financial Four and therefore does not allow for historical comparisons. To complete the bracket online, visit www.financialfour.org.
About the Financial Planning Association (FPA)
The FPA is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA, visit www.FPAnet.org.