Financial wellness and mental health are interconnected

Those who have the essentials covered feel less of an impact on their mental wellness, but still worry about finances as they prepare for retirement.

48%

of Gen Z find it has an extreme impact

“Even though we are doing fine, saving for retirement and thinking about that is a big change.“

— Boomer

Young woman drinking coffee and talking to a friend

“My ability to meet my financial obligations keeps my mind at rest and positively impacts my ability to do my job effectively.“

— Gen X