09/17/2026
Many people assume financial confidence comes with age. In my experience, it's not quite that simple.
New research from Edward Jones and Gallup shows that people across generations share concerns about their financial future. Younger adults are often working to build wealth, while older adults are focused on making their savings last. But both are looking for greater peace of mind about what's ahead.
That's one reason I enjoy helping clients create personalized strategies that align with their goals and priorities, both today and as their needs evolve over time.
Read more from Gallup: https://bit.ly/4rj3WgE
Source: Gallup & Edward Jones, "Money and Meaning: Understanding Financial Fulfillment," 2026.
Older adults are much more confident than younger adults in managing their current finances. Confidence in managing future finances, however, differs less by age.