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Personal Finance: market research reports

Personal finance is the monetary decisions one makes for themselves or their family. This includes budgeting, saving or checking accounts, credit cards, investments in the stock market, loans, as well as insurance, income tax management and retirement planning. When planning personal finances, it is important to account for future events.

There are six key areas of personal finance. These include financial position, adequate protection, tax planning, investment and accumulation goals, retirement planning and estate planning.

Personal financial position is the understanding of household cash flow and net worth. By analyzing these two areas, a personal financial planner can help determine if personal financial goals can be achieved and how long it might take.

Adequate protection is protecting household and personal finances from risks. These risks can include liability, disability, health, long term care and death. Some of these risks may require insurance and some may be risks that can be handled through personal financial planning.

Tax planning is managing finances for one of the biggest consistent expenses in a household, income tax. Taking advantage of tax breaks and incentives may aid in planning and saving personal finances.

Investment goals can help one plan to accumulate enough money to plan for personal finances and large financial purchases. Personal finance planning is also important to accommodate big purchases, such as the purchase of a car of house. It is also important to plan for events which will have a significant effect on personal finances, such as the birth of a child or college tuition.

The retirement planning aspect of personal finance can encompass many different plans or sources of revenue. These may include social security benefits, 401K, IRAs, pensions and investments in stocks or bonds.

Estate planning is planning for your personal finances when you die. With the correct planning, you may be able to avoid some costly taxes for your heirs.

Personal Finance market research reports and industry analysis

2013 U.S. Investment Advice Industry-Industry & Market Report 4/10/2013 \| published by: Barnes Reports ... the industry (sales, establishments, employment) nationally and for all 50 U.S. States and over 900 metro areas. Other data include financial ratios, number of firms, payroll, industry definition, 5-year historical trends on industry sales, establishments ... \| read more...	$149.00
Global Pension Funds 3/19/2013 \| published by: IBISWorld ... income/losses while establishments represent the number of funds. The majority of funds are non-employing establishments. The activities of entities engaged in public pension provision (i.e. social security) are excluded from this industry. This report covers ... \| read more...	$910.00
Investment Consultants (UK) - Industry Report 3/18/2013 \| published by: Plimsoll Publishing Ltd. ... MIRRORS UK LTD and APAX PARTNERS UK LTD. This report covers activities such as investment, investments, financial, investment management, retirement planning and includes a wealth of information on the financial trends over the past four ... \| read more...	$525.00
UK IFAs 2012 12/19/2012 \| published by: Datamonitor ... of the RDR. Introduction Advisors will face increasing pressure to become RDR-compliant by the end of 2012. They will need to decipher how they will adapt their business models according to RDR requirements while remaining ... \| read more...	$3,450.00
Self Invested Personal Pensions - SIPPs - UK - December 2012 12/1/2012 \| published by: Mintel International Group Ltd. ... smaller operators are acquired by larger providers with more robust balance sheets.” – Sarah Hitchcock, Senior Analyst – Financial Services Some questions answered in this report include: What’s in a name? Is the boom over? ... \| read more...	$2,834.00
UK Pensions Innovations 2012 11/26/2012 \| published by: Datamonitor ... the market. Introduction The UK pensions market will alter significantly post 2012 as new pensions reforms are implemented. Consumers continue to lack funding for retirement and are opposed to saving for the future. This report ... \| read more...	$1,995.00
ISAs - UK - September 2012 9/1/2012 \| published by: Mintel International Group Ltd. ... market is currently fighting against consumer fears about the stock market. However, a desire to maximise ISA allowances will see the ISA market continue to grow in value terms year on year.” – Stephanie Seenan ... \| read more...	$2,723.00
Consumers and Pension Auto-Enrolment - UK - September 2012 9/1/2012 \| published by: Mintel International Group Ltd. ... could be a powerful way to encourage people to save more than just the minimum.” – George Zaborowski, Senior Financial Services Analyst Some questions answered in this report include: Who wins with auto-enrolment? What is ... \| read more...	$2,723.00
Self-Directed and Online Investing - US - September 2012 9/1/2012 \| published by: Mintel International Group Ltd. ... 65+ is expected to more than double over the next 30 years, accounting for more than 20% of the population. But the future for many people looks bleak. As many as half of workers nearing ... \| read more...	$3,995.00
Managing Finances - Ireland - August 2012 8/1/2012 \| published by: Mintel International Group Ltd. ... are in severe difficulty. Only a minority have been entirely unaffected. This report looks at the various factors – both micro and macro – impacting upon Irish consumers' ability to effectively manage their personal finances. ... \| read more...	$1,030.00
The Global Mass Affluent 6/22/2012 \| published by: Timetric ... breed of discerning consumers It features interesting developments across the newer markets in Asia, as well as Central America Benchmark against the more established players in the US and Europe Summary The concept of the ... \| read more...	$3,800.00
Personal Finance & Money Management Software Developers in the US - Industry Market Research Report 6/22/2012 \| published by: IBISWorld ... to tightly manage their budgets, this demand was mostly for free, online-based software. In the coming years, demand for personal finance software will continue increasing, specifically from commercial banks, though revenue will continue to remain ... \| read more...	$910.00
2012 U.S. Management of companies and enterprises commodities or services used by the Investment Advice Industry-Input & Output Report 5/1/2012 \| published by: Barnes Reports ... report features 2012 current and 2013 forecast estimates on the usage of Management of companies and enterprises commodities or services used by the Investment Advice industry nationally and for all 50 U.S. States and up ... \| read more...	$499.00
2012 U.S. Monetary authorities, credit intermediation commodities or services used by the Investment Advice Industry-Input & Output Report 5/1/2012 \| published by: Barnes Reports ... features 2012 current and 2013 forecast estimates on the usage of Monetary authorities, credit intermediation commodities or services used by the Investment Advice industry nationally and for all 50 U.S. States and up to 900 ... \| read more...	$499.00
Personal Pensions – France – a snapshot (2011) 4/10/2012 \| published by: Mintel - Snapshots ... contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions (i.e. prior to tax concessions). Market size for Personal Pensions in France is given in %, ... \| read more...	$600.00
2012 U.S. Investment Advice Industry-Industry & Market Report 4/10/2012 \| published by: Barnes Reports ... the industry (sales, establishments, employment) nationally and for all 50 U.S. States and over 900 metro areas. New to the report this year are: financial ratios, number of firms and payroll estimates. The report also ... \| read more...	$149.00
Personal Pensions – South Korea – a snapshot (2011) 4/4/2012 \| published by: Mintel - Snapshots ... non-voluntary contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions. Market size for Personal Pensions in South Korea is given in %, KRW and USD ... \| read more...	$600.00
Personal Loans – Thailand – a snapshot (2011) 4/4/2012 \| published by: Mintel - Snapshots ... have a separate contract. It excludes plastic card and those secured on property (mortgages). Market value is based on annual gross advances. Market size for Personal Loans in Thailand is given in %, THB and ... \| read more...	$600.00
Personal Pensions – Japan – a snapshot (2011) 3/2/2012 \| published by: Mintel - Snapshots ... contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions (i.e. prior to tax concessions). Market size for Personal Pensions in Japan is given in JPY ... \| read more...	$600.00
Personal Pensions – Thailand – a snapshot (2011) 3/2/2012 \| published by: Mintel - Snapshots ... insignificant. It excludes non-voluntary contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions (i.e. prior to tax concessions). Market size for Personal Pensions in Thailand ... \| read more...	$600.00
Personal Pensions – Colombia – a snapshot (2011) 3/2/2012 \| published by: Mintel - Snapshots ... contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions (i.e. prior to tax concessions). Market size for Personal Pensions in Colombia is given in COP ... \| read more...	$600.00
Personal Pensions – Spain – a snapshot (2011) 3/2/2012 \| published by: Mintel - Snapshots ... contributions to state schemes and contributions by the state or employers. Market value is based on annual net contributions (i.e. prior to tax concessions). Market size for Personal Pensions in Spain is given in EUR ... \| read more...	$600.00
The Financial Advisor Channel - US 3/1/2012 \| published by: Mintel International Group Ltd. ... their businesses. Baby Boomers are beginning to retire and will require financial assistance to help manage their assets. In addition, the recession has left a mark on the younger generations who are now more cognizant ... \| read more...	$3,995.00
Insurance and Pension Funding in Indonesia: ISIC 66 3/1/2012 \| published by: Euromonitor International ... level. It provides the latest retail sales data, allowing you to identify the sectors driving growth. It identifies the leading companies, the leading brands and offers strategic analysis of key factors influencing the market - ... \| read more...	$600.00
Personal Loans - UK 12/1/2011 \| published by: Mintel International Group Ltd. ... credit products, there is arguably some room for manoeuvre and scope for tactical pricing.” – Sarah Hitchcock, Senior Analyst Some key questions answered in the report include: How has the loans market performed recently? What ... \| read more...	$2,837.00

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