Millennials & Money: One Generation, Many Goals & Values

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64% 66%

57%62% 60%

81%

White Black Hispanic/Latino Asian

More Successthan Parents

Children moresuccessful thanyou

27%

61%

64%

69%

73%

74%

76%

Someone else is looking after my finances

I can give back (church, community)

I can buy what I want

Lets me do things in the spur of the moment

I can do the things I want to week to week

I know the value of my savings and assets

Lets me help others in my family if they needit

Helps protect me if I Iose my job

I don’t have to worry about my next pay check

Ensures you can provide for your family

76% 75%

23% 24%

46%

58%

45%51% 53%

I depend on others to pay my bills

I have enough money should I lose my job…

I overspend regularly

I have debt that keeps me from saving

I find it difficult to save for something major

I am actively saving for the long-term

I have successfully saved for something major

I am financially independent

I support my household financially

I have enough money for my day-to-day needs

16%

22%

23%

24%

26%

29%

29%

31%

33%

36%

38%

45%

66%

68%

Media / Sports personalities

Magazines

Blogs, YouTube channels or other online…

Credit card companies

Search engines

Online financial advice app / robo-advisor

Faith-based institutions

Articles in business news magazines or…

Articles in personal finance magazines or…

Colleagues

Employer

Friends

Banks

In-person financial advisor

Parents / Family

59%

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