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 dives into the evolving financial behaviors of American workers across a variety of factors, including generational, household income, gender, and employment status and more!
Key Findings
White Papers
Financial, Investment and Insurance Priorities Between the Generations
A focus on generational differences with regards to financial, investment, and insurance priorities.
Navigating Financial Decisions When Approaching Retirement
New National Research into Financial Considerations and Planning for Pre-Retirees 2024.
Priorities of High-Income Earners in the Current Financial Climate
A focus on working Americans with a household income of $150k+ per year.
Slide Decks
The Current State of Financial Wellness for Working Americans
An in-depth look at the working Americans experiences and value with investment and insurance products.
Discovering the Unmet Needs of Working Americans
Highlighting how financial professionals and financial products are viewed by working Americans.
Barnum Financial Group Study of Working Americans (Overall)
The overall, key findings from the study with the collected data across generations, income, and more!
Financial Freedom
- Comes from being debt-free.
- Is a comfortable retirement.
Investment Preferences
- Real Estate vs Cryptocurrency
- Stocks and Bonds
Future Planning
- Life Insurance
- Seeking Financial Advisors
Videos
Generational Differences in Financial Priorities
Life Insurance and Peace of Mind Across Generations
The Emotional Landscape Of Investing
Financial Goals And Concerns
Why Working, Americans May Seek Professional Help
Generational Differences In Access And Valuation Of Financial Resources
Unlock the Study
