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Earlier this year, Northwestern Mutual conducted a survey of high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI) to gauge their sentiment around investing and financial planning. The results are captured in an infographic demonstrating Northwestern Mutual’s expertise with the HNW market.

The 2021 Planning & Progress Study, an annual research study from Northwestern Mutual, explores U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader issues impacting people’s long-term financial security.

The 2020 Planning & Progress Study, an annual research study from Northwestern Mutual, explores U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader issues impacting people’s long-term financial security.

In 2020, the Long-Term Care Group, Inc. conducted customized Cost of Care research on behalf of Northwestern Long-Term Care Insurance Company. Cost of care information was obtained from a representative sample of 6,000 nursing homes, 10,000 assisted living facilities and 10,000 home care providers across the U.S.

In 2019, Northwestern Mutual commissioned a “Psychology of Passion Spending Study,” a survey of 2,301 participants in the U.S. aged 18 and older in the general population. The study explores U.S. adults' attitudes and behavior toward saving for financial goals they are passionate about.

The 2020 Medical Professionals: Financial Planning Priorities Study is a research poll conducted by Northwestern Mutual. The study included responses from 43 Northwestern Mutual advisors serving clients in the medical profession (doctors and dentists). Respondents were surveyed on their clients’ perspectives on wealth and risk management.

2019 marks the 10th year of the Planning & Progress Study – an annual research study from Northwestern Mutual that explores U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader issues impacting people’s long-term financial security.

New research uncovers a number of surprising insights into the emotional and financial implications of delivering care to an elderly relative or friend. First released in 2015, the C.A.R.E. (Costs, Accountabilities, Realities, Expectations) Study draws from the perspectives of experienced (past or current) as well as future caregivers to explore the expectations and realities of caregiving. 

The 2018 Planning & Progress Study seeks to provide unique insights into U.S. adults’ attitudes and behaviors toward money, financial decision-making, and the broader landscape issues impacting people’s long-term financial security. 

New research uncovers a number of surprising insights into the emotional and financial implications of delivering care to an elderly relative or friend. First released in 2015, the C.A.R.E. (Costs, Accountabilities, Realities, Expectations) Study draws from the perspectives of experienced (past or current) as well as future caregivers to explore the expectations and realities of caregiving. 

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