The continuing pursuit to help you identify trends, insights, and opportunities through timely thought leadership that you can use today.
September’s WFSS fell 0.6 points, with most dimensions decreasing from last month. Compared to September 2023, the score is about even, with increases of about1 point for ability to manage expenses between paychecks and likelihood to reach personal retirement goals. The largest decrease (1.5 points) vs. last year, however, was confidence around doing what is needed to meet longer-term goals – notably the only dimension of the six to not reach a new high score during 2024.
In our latest Pathway to voluntary benefits success quarterly report, we examine the trade-offs working Americans have made to stay financially afloat and their outlook for the future.
Our 2023 annual report takes a deeper dive into the perceptions of working Americans when it comes to their financial future and their voluntary benefits.