- 51% – Percentage of boomers working with a financial advisor who have rebalanced their portfolio in the past year, compared with 16 percent of boomers working on their own.
- 54% – Percentage of boomers working with a financial advisor who say their plans cover estate planning, compared with 25 percent without an advisor.
- 46% – Percentage of boomers who have an advisor and regularly save what they need to meet their retirement goals, compared with 25 percent of those without an advisor.
Source: Financial Planning Association and Ameriprise
