Studies & Research
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.