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Resiliency Through CliftonStrengths: Financial Wellbeing
Learn some practical ways in which you can care for your own financial wellbeing, and how this can increase your peace of mind, build hope and reduce stress.
Pensions Are Top Income Source for Wealthier U.S. Retirees
More than half of retirees above the median U.S. income cite pensions as a major source of funding, double the percentage for lower-income retirees. Seven in 10 lower-income retirees cite Social Security as a major source of funds.
Americans Fairly Satisfied With Social Security System
Americans' level of satisfaction with Social Security and Medicare is a modest 45%, but these programs are still among the more positively viewed aspects of the country today.
U.S. Investor Optimism Stable and Strong
U.S. investor optimism is strong and stable, with investors showing confidence in their personal finances and optimism about the national economy.
Investors Risk-Averse When It Comes to Retirement Savings
U.S. investors are cautious about retirement savings, as 64% say, forced to choose, they would prefer their initial investment is secure, even if the growth potential is low. A third would opt for high growth potential that carries some risk.
Most U.S. Investors Still Want a Human Advising Them
U.S. investors are no more inclined now than a year ago to favor digital financial advice over traditional resources. About half still prefer relying on a personal financial adviser; 24% favor digital tools and 18% on-call advice.
Bitcoin Making Inroads With Younger U.S. Investors
U.S. investors' awareness of bitcoin and their interest in buying it have increased since 2018. The shifts are particularly notable among investors under 50.
One in Five Investors Have Tapped Into 401(k) Prematurely
Most nonretired investors in the U.S. have access to a 401(k) plan at work. About one-fifth of those with a plan say they have either taken out a 401(k) loan or taken an early withdrawal from the plan in the past five years.
Use of Personal Financial Adviser Tied to Investor Confidence
Investors who have personal financial advisers are more likely to show confidence in their own investing skills and investment plans and to believe they are prepared to deal with stock market corrections.
Generation Disconnected: Data on Gen Z in the Workplace
Gen Z and younger millennials are a growing part of the workforce. See the data on how they feel about their current -- and future -- jobs.