2025 Modern Wealth Survey
Survey shows that those who save, invest, and plan are more confident about reaching their financial goals.
Key findings
- Americans say it takes more money to be financially comfortable today than it did a year ago, citing a range of factors in today’s economy.
- Most people feel like wealth is achievable, but for many there are roadblocks.
- Younger people are optimistic about gaining wealth and are taking action to save, invest, and create a formal financial plan.
About the survey
The online survey was conducted by Logica Research from April 24, 2025, to May 23, 2025, among a national sample of 2,000 Americans aged 21 to 75. An additional 200 Gen Z, 300 HNW, and 200 current crypto investors completed the study. Quotas were set to balance the national sample on key demographic variables.
Media Contact: Meredith Richard
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