Getting Clients to Take Action
Jan 9, 2012
Wall Street Journal -'Most people aren't terribly organized about their finances,' says Deena Katz, chairman of Evensky & Katz, a Coral Gables, Fla., financial-planning firm, and an associate professor at Texas Tech University's personal financial planning division. 'No matter what we ask them to do, they're going to have a hard time pulling it together.'
tags: Texas Tech in the News