Tag: financial planning

Man caught in web

Most of the 1,000 people who took the financial well-being quiz posted here last year felt content with their situations. Their well-being score averaged 16.4 out of 20 points possible on the quiz. This happy response completely conflicts with a statistically more reliable survey showing that three out of four Americans report feeling “financially stressed.”…

Small Business Owner in a Shop

The brief’s key findings are: Studies show that financial factors have a statistically significant, but small, impact on retirement decisions. So it is not surprising that non-financial factors have a major influence on those who choose to work into their late 60s or 70s. When workers retire, they are often being pulled by a desir…