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The Barnum Financial Group Study of Americans in the Workplace

About the Study

Barnum Financial Group is dedicated to empowering Americans in the workplace to achieve their financial goals. We understand the complexities of navigating today’s financial landscape, and we’re committed to providing the guidance and resources needed for success.

This comprehensive study delves into the evolving financial behaviors of American workers across a variety of factors, including generational, house-hold income, gender, and employment status and more!

Key Findings

Looking for a quick set of stats and discoveries from the study? Read our key findings.

of working Americans plan to work after age 65

of working Americans think they will be able to financially afford to retire before age 75

0 %

of Gen Z places an emphasis on peace of mind as their primary financial goal

0 %

of people with a household income of $150k+ say their primary goal is saving for retirement

0 %

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Slide Deck

Financial Freedom

38% of Gen Z and 35% of Younger Millennials believe financial freedom comes from being debt-free.

51% of Gen X and 61% of Boomers believe financial freedom is a comfortable retirement.

Investment Preferences

76% of Gen Z is interested in real estate, and 66% in cryptocurrency.

This section could focus on other investment preferences, if available, or be skipped for older generations if it’s not relevant.

Future Planning

Life insurance is a priority for Millennials, with 65% of Young Millennials and 76% of Older Millennials.

58% of women and 49% of men say planning for retirement influences them to seek financial advice, while 50% of women and 42% of men cite long-term financial goals.

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The Barnum Financial Group Study of Americans in the Workplace

About the Study

Key Findings

White Papers

Financial, Investment and Insurance Priorities Between the Generations

Navigating Financial Decisions When Approaching Retirement

Priorities for High-Income Earners in the Current Financial Climate

Slide Deck

State of Financial Wellness

Unmet Needs

Full Study

Financial Freedom

Investment Preferences

Future Planning

Videos

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive,
Shelton, CT 06484

The Barnum Financial Group Study of Americans in the Workplace

About the Study

Key Findings

White Papers

Financial, Investment and Insurance Priorities Between the Generations

Navigating Financial Decisions When Approaching Retirement

Priorities for High-Income Earners in the Current Financial Climate

Slide Deck

State of Financial Wellness

Unmet Needs

Full Study

Financial Freedom

Investment Preferences

Future Planning

Videos

Our financial professionals are here to support you.

Phone: +1 (888) 712-2310

6 Corporate Drive, Shelton, CT 06484

6 Corporate Drive,
Shelton, CT 06484