A 2019 survey revealed that 9 in 10 adults say that nothing makes them happier or more confident than when their finances are in order.
- More than six out of 10 Americans (62%) say their financial planning needs improvement, which is down from the 70% who said the same in 2018
- 59% identify themselves as either disciplined or highly disciplined planners, which is an improvement over the 49% who said the same a year ago
- Those who say they don’t plan at all is down to 11% in 2019, vs. 14% in 2018
- 30% haven’t spoken to anyone about financial planning, an improvement from the 34% who said the same a year ago
- While 64% of Americans agree there are likely to be more financial crises in the future, 20% say their retirement / financial plan has not been created to endure ups and downs in the market
- Nearly half (48%) report they don’t have clarity on how much they can afford to spend now vs. how much they should be saving for later