Studies and Reports 

financial planning studies and reports 

Northwestern Mutual periodically researches people's attitudes, perceptions, motives, and behaviors toward certain financial issues.

Planning and Progress 2013 Study

Northwestern Mutual sponsored a study exploring the state of planning in America today that provides unique insights into people’s current attitudes and behaviors toward money, goal-setting and priorities. (Conducted January 2013)

Planning and Progress 2013 Study

Long-Term Care Awareness Study

Northwestern Mutual sponsored a poll highlighting the attitudes and motivations of Americans for planning for long-term care. More than 2,500 U.S. adults were surveyed. (Conducted October 2012)

Long-Term Care Awareness Study

Life Insurance Awareness Poll

Northwestern Mutual sponsored a poll seeking to learn the attitudes and motivations among Americans towards obtaining life insurance and planning for future financial security. The study surveyed more than 2,000 American adults aged 18 and older. (Conducted 2012)

Life Insurance Awareness Poll

State of Planning in America Study

Northwestern Mutual sponsored a series of research exploring the state of planning in America. The studies look at what type of planners people are, how their plans may have changed over time, whether they feel they’re moving in the right direction, how they assess their ability to stay on course, and how this all fits against the larger backdrop of what is taking place in America today. (Conducted 2012)

State of Planning in America Study

Cost of Long Term Care Study

The Long Term Care Group, Inc. conducted customized Cost of Care research on behalf of Northwestern Long Term Care Insurance Company, a Northwestern Mutual company, of nearly 2,000 home healthcare providers, assisted living facilities and nursing homes in specific regions of the United States. (Conducted 2011)

Cost of Long Term Care Study

“Stick with It” Study

Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity. (Conducted 2011)

“Stick with It” Study

Financial Realities Study

Northwestern Mutual sponsored The Financial Realities Study that explored how Americans are responding to the economic landscape that existed in 2010 and considering how attitudes and priorities may be changing regarding the approach to finances. The study also provided insight into Americans’ propensity to give advice against the backdrop of economic uncertainty and how that advice compares across multiple generations. (Conducted 2010)

Financial Realties Study

American Reality Study

Northwestern Mutual sponsored The American Reality Study to help provide insight into how Americans are handling the economic, political and social changes taking place in the U.S. and what the impact has been on the way they view their lives and their future. (Conducted 2009)

American Reality Study

Seven Financial Habits Study

Northwestern Mutual conducted a study exploring the connections between financial and physical fitness. The study helps explain how financial behavior and attitudes of individuals with above average income are related to health and wellness perceptions. (Conducted 2008)

Seven Financial Habits Study

 

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Studies and Reports