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Financial well-being and the COVID-19 pandemic:

A retrospective with steps clients can consider

Family sitting at kitchen table while multi-tasking financial decisions and feeding their children.

Our quarterly research reveals factors related to people's sense of overall and financial well-being―including:

what they find most important in life

 

their feelings toward financial stress and market volatility
how prepared they feel for retirement

The pandemic has affected their financial decisions and path to retirement.

Seven out of 10 workers

Six out of 10 retirees

In this review of the year, we take a closer look at how people have felt about these well-being factors during the pandemic.

 

Then, we share ways that you can help clients improve their financial well-being and retirement readiness―regardless of unexpected circumstances. And if your focus is on retirement plan participants, your efforts may also serve to improve plan health.

Learn more

Contact your local Principal® representative or your support team:

Annuities and income solutions: 866-309-1623

Retirement plans: 800-952-3343

Mutual funds: 800-222-5852

This information is educational only and provided with the understanding that Principal® is not rendering consulting, legal, accounting, investment or tax advice. You should consult with appropriate individuals including counsel, financial professional or other advisors on all matters pertaining to business, legal, tax, investment or accounting obligations and requirements.

 

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The subject matter in this communication is educational only and provided with the understanding that Principal® is not rendering legal, accounting, investment advice or tax advice. You should consult with appropriate counsel or other advisors on all matters pertaining to legal, tax, investment or accounting obligations and requirements.
 

Insurance products and plan administrative services provided through Principal Life Insurance Co., a member of the Principal Financial Group®, Des Moines, IA 50392.
 
© 2021 Principal Financial Services, Inc.