2017 Financial Focus: Goals and Reflections of Today’s Consumer

In early 2017, Lincoln Financial surveyed consumers about financial priorities and plans for the year, and perspectives on key personal finance topics. At the end of the year, Lincoln will survey the same demographic group to gauge outcomes and compare plans with realities. The sample size of this study allows for robust segmentation by age, gender, ethnicity, sexual orientation and more.

Key topics include:

  • Financial goals and the roadblocks consumers face in reaching those goals.
  • The financial situations that excite and scare people – or both.
  • The Influence of life stages and major life events on financial planning.

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