One Fifth of Households Earning Over $100,000 Name Budgeting and Debt as Primary Financial Goal, New Four Seasons Financial Education Survey Shows

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Employee Financial Wellness Survey shows top financial goals by age, sex and income.

Financial Education Without a Sales Pitch

financial wellnes is less about your income and more about what you do with that income

Four Seasons Financial Education (FSFE) recently revealed their 2016 Employee Financial Wellness Survey. The survey found retirement to be the primary financial goal among all respondents (35%) followed closely by budgeting and debt (33%). Among those employees focused on budgeting and debt, 36% have houseshold incomes of over $75,000 and 21% have household incomes of over $100,000.

"This survey shows us that financial wellnes is less about your income and more about what you do with that income," says Travis Freeman, president of FSFE. "Regardless of our titles or our degrees, we can all find value in better financial planning."

The survey also found that women were more likely to name budgeting and debt as the primary financial goal (36.5%)than men (28.2%), while men were more likely to name retirement as the primary financial goal (36.7%) than women (34%). A total of 554 employees took the survey, of which 53% were women and 47% were men.

The new FSFE survey also reviewed top financial goals, employer loyalty, benefits understanding, wellness statistics and more. The survey results can be found at The annual survey included 554 full-time employees from around the US.

About Four Seasons Financial Education
Four Seasons Financial Education is positioned to provide workplace financial wellness services to companies throughout the US to help them improve their bottom line. Since 1986, we have helped corporations increase workplace productivity by focusing on the most important asset of the company - the employees. Services provided through RFG Advisory Group, an SEC Registered Investment Adviser.

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Anna Fruits
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