(BUSINESS WIRE)--Lincoln Financial Group:
WHAT: As people strive to set personal and financial goals in the New Year, those with an optimistic outlook are poised to take charge of their lives. According to Lincoln Financial Group’s 2014 M.O.O.D. of America survey, 87 percent of Americans felt optimistic in 2014, which is 7 percent higher than the year before. Lincoln Financial recently took to the streets of Brooklyn, N.Y., to gauge the public’s optimism about 2015, and learn more about the resolutions they are planning for the New Year. In these on-the-street style interviews, people had a positive attitude when they expressed sentiments like the desire to save more, start college funds, expand businesses and enjoy retirement.
But transforming financial goals and resolutions into realities requires a plan and actionable steps. This video offers three for your readers or viewers to check off their list before the new year:
- Step 1: Review your spending and set some goals. Look at your credit card and bank statements from 2014 and set a budget for 2015. Write down your financial goals now – weekly, monthly, quarterly, maybe all three – and do your best to stick to them.
- Step 2: Review your premiums for all your insurance policies. Do your research now to ensure all of your insurance coverage will meet your needs for the upcoming year.
- Step 3: Meet with your accountant. Get a head start on tax season. Start collecting important tax documents and receipts to meet with your accountant. He or she can review all of your investments and goals with the help of a financial advisor – someone who can help you assess if your asset allocations reflect your target investment goals and acceptable risks.
For access to the video and other news and information, please visit http://Newsroom.LFG.com.
WHO: Passers-by of all ages and from all walks of life
WHEN: December 2014
WHERE: Various Locations in Brooklyn, N.Y.
About the M.O.O.D. of America Survey
Results for the current M.O.O.D. of America Survey are based on online research conducted by Whitman Insight Strategies (WINS), on behalf of Lincoln Financial Group. The research was conducted in late March 2014, among 2,352 adults 18 years of age and older across the United States. The margin of error is +/- 1.9% at the 95% confidence interval for the entire sample. The sample was weighted by gender, age, region, race and ethnicity. Demographic weighting targets are based on the 2010 U.S. Census figures for adults 18 years of age and older.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower Americans to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $215 billion in assets under management as of September 30, 2014. Learn more at: www.LincolnFinancial.com. Find us on Facebook, Twitter (@lincolnfingroup), LinkedIn and YouTube.