Alan Williams photo

Alan Williams

Registered Representative

 

Williams Tax & Financial Services

Wallingford, CT 06492

 

Phone:  203-294-1040

Fax:      203-949-1788

 

Email: awilliams@williamstaxandfinance.com

 

January/February 2025

How Americans Define "Financially Successful"

How Americans Define Financially Successful
  • Living comfortably - 56%

  • Being financially preppared 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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Williams Tax & Financial Services and LTM Client Marketing are unrelated companies. This newsletter was created by LTM Client Marketing and was not written or created by the named financial professional and does not necessarily represent the views and opinions of Avantax Wealth Management® or its subsidiaries.
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