Financial Decisions and Levels of Confidence

Over the past 12 months, 83% of respondents indicated they made at least one significant personal finance-related decision, with the most popular being related to saving with a specific goal in mind (40%), deciding on insurance plans (27%), opening or closing a credit card or line of credit (26%), managing taxes independently (25%), making a significant purchase (21%) and withdrawing from saving, investment, or retirement accounts to cover expenses or for another unexpected reason (20%).

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Join us for our 2nd Financial Education Innovation and Impact Summit in Denver, Oct. 8-10

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