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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.

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 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.

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.

This is proprietary research conducted by Northwestern Mutual in 2019. Use of this information is intended for reference. Northwestern Mutual's recent proprietary research is available here. In...

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. 

Thinking about important financial decisions doesn’t just stress people out – it actually impacts their brain function, according to new research released by Northwestern Mutual. And that mental stress can often lead to poor decision making.

The 2017 Planning and Progress Study seeks to provide unique insights into U.S. adults’ attitudes and behaviors towards money, financial decision making, and the broader landscape issues impacting people’s long-term financial security.

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