Tag: financial satisfaction

Drowning piggy bank in water

The term doesn’t really matter, but about half of households are not doing so well. Reporters always want to know “crisis” or “no crisis.”  I don’t think the term is particularly important with respect to retirement security, but observation after observation paints the same picture – roughly half of households are not in good financia…

Working together on their budget

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…