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
White Papers
Financial, Investment and Insurance Priorities Between the Generations
A short description of the white paper and how the visitor will benefit from it.
Navigating Financial Decisions When Approaching Retirement
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Priorities for High-Income Earners in the Current Financial Climate
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Slide Deck
State of Financial Wellness
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Unmet Needs
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Full Study
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Financial Freedom
- Comes from being debt-free.
- Is a comfortable retirement.
51% of Gen X and 61% of Boomers believe financial freedom is a comfortable retirement.
Investment Preferences
- Real Estate vs Cryptocurrency
- Gen X / Boomer Stat?
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
- Seeking Financial Advisors
Videos
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