Tag: financial satisfaction
The brief’s key findings are: A recent CRR analysis of a FINRA Investor Education Foundation survey found that financial satisfaction depends much more on meeting day-to-day, rather than distant, needs. This study explores whether households of all ages and income levels are also shortsighted. The results confirm that distant needs, like retirement saving, consistently take a back-seat…
The brief’s key findings are: Americans need to save more on their own for retirement, but human nature suggests they will focus more on day-to-day financial needs. Analysis of a recent survey confirms that a household’s level of financial satisfaction is tied more to short-term – rather than long-term – concerns. Even households that ar…
