Studies & Research
The 2024 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 2022, illumifin Corporation 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 7,000 nursing homes, 12,000 assisted living facilities and 15,500 home care providers across the U.S.
In his research, Dr. Finke explores why private individual disability insurance is uniquely designed to protect income and mitigate the loss of expected future earnings. Northwestern Mutual...
The 2023 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 2021, 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 7,000 nursing homes, 12,000 assisted living facilities and 15,500 home care providers across the U.S.
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.
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.
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 and current) as well as future caregivers to explore the expectations and realities of caregiving.
The 2016 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.
New research uncovers a number of surprising insights into the emotional and financial implications of delivering care to an elderly relative or friend. Drawn from the perspectives of both current and future caregivers, the C.A.R.E (Costs, Accountabilities, Realities, Expectations) Study finds that Americans are often unprepared for the complex and unpredictable realities of longevity and caregiving.
Northwestern Mutual explored Americans' attitudes and behaviors toward finances and planning. The research was conducted in January 2015 and surveyed more than 5,000 U.S. adults aged 18 and older.
Northwestern Mutual sponsored an online study to examine U.S. adults’ perceptions of their personal, family, career and financial success. This study surveyed a random sample of 1,513 U.S. adults. Results were weighted as needed to parallel U.S. Census proportions for education, age, gender, race/ethnicity, region and household income.
Northwestern Mutual again explored the state of financial planning in America today to obtain insights into people's attitudes and behaviors toward money, goal-setting and priorities. The 2014 study surveyed nearly 2,100 American adults 18 or older.
Northwestern Mutual sponsored a study looking at how prepared Americans are when it comes to long-term care planning. The study surveyed more than 2,000 American adults 18 or older.
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. The study surveyed more than 1,500 Americans aged 25 or older. (Conducted 2013).
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)
Read the findings from the 2012 Long-Term Care Awareness Study.
Northwestern Mutual sponsored a poll seeking to learn the attitudes and motivations among Americans toward obtaining life insurance1 and planning for future financial security. The study surveyed more than 2,000 American adults aged 18 and older. (Conducted 2012)
The State of Planning in America Study is a series of research examining what kind 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. The study surveyed more than 1,000 Americans aged 25 or older between February 2 and February 13, 2012.
In 2015, 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 9,500 nursing homes, 14,500 assisted living facilities and 15,600 home care providers across the U.S.
Northwestern Mutual sponsored The “Stick with It” Study to gauge Americans’ goal setting, self-discipline and financial tenacity. (Conducted 2011)
Northwestern Mutual sponsored The Financial Realities Study, which is made up of two parts: “Changing Timeframes” and “Generational Advice.” (Conducted 2010)
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)
The Seven Financial Habits Study, conducted for Northwestern Mutual, sought to explore the connections between financial and physical fitness. Specifically, the study helps to explain how financial behavior and attitudes of individuals with above-average income are related to health and wellness perceptions. (Conducted 2008)