Terry Nelson photo

Terry Nelson, CFP®, ChFC®, CASL, LUTCF®

 

Olmsted Financial Group

3428 Lakeridge Pl. N.W., Suite 120

Rochester, MN 55901

 

Phone:  507-281-1262

Cell:      507-250-3967

Fax:      507-281-9131

 

Email: Terry@OlmstedFinancialGroup.com

January/February 2025

How Americans Define "Financially Successful"

How Americans Define Financially Successful
  • Living comfortably - 56%

  • Being financially prepared for the future - 44%

  • Never worrying about money - 41%

  • Living debt-free - 41%

  • Owning my own home - 29%

  • Having enough money to quit working - 19%

  • Being a millionaire - 13%

  • Owning my own business - 11%

  • Advancing in my career/having a high paying job - 10%

  • Don't know - 4%

  • Other - 2%


Source: Bankrate's Financial Success Survey, April, 2024


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