AARP Reports on Money Management, Investments, & Financial Services
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Personal Finances: The Final Frontier for Social Media
Money issues are the thing young Americans worry about most in life, yet financial information is the topic shared least online by this group. This 2009 survey explores the dynamics around young people’s financial concerns, their use of social media, and their difficulty mixing the two. (50 pages)
October 27, 2009
By: Greenberg Quinlan Rosner Research; Anna Greenberg; Jessica Keating
AARP The Magazine Survey of Investors Ages 50+: Reactions to 30 Days of Frenzy in the Financial Sector and Stock Market
This October 2008 survey commissioned by AARP The Magazine examines how investors ages 50+ reacted to the turmoil in the financial markets from early September to early October 2008 and how the events of those 30 days affected their outlook about investing and retirement. (16 pages)
November 24, 2008
By: S. Kathi Brown, AARP Knowledge Management
Comparison of 401(k) Participants' Understanding of Model Fee Disclosure forms Developed by the Department of Labor and AARP
To assess 401 (k) plan participants’ understanding of model fee disclosure forms proposed by the Department of Labor and AARP, this national online survey presented each one of the forms to half of the respondents, most of whom admitted a lack of knowledge about 401(k) fees and expenses. (62 pages)
September 8, 2008
By: Colette Thayer, Ph.D., AARP Knowledge Management
AARP Bulletin Survey on Plans to Spend Stimulus Package Rebates
A minority of Americans intend to spend the entirety of their stimulus package tax rebates, according to this executive summary of an AARP Bulletin nationwide survey. However, a greater percentage of those ages 50 and older plan to spend their entire rebate than those ages 18-49. (4 pages)
March 31, 2008
By: Gerard Rainville, AARP Knowledge Management
Investor Protection and Trust: A Survey of Oregon Adults Ages 40 and Older
Oregon ranked seventh in the nation in 2006 in fraud complaints received by state securities regulators. This November 2007 telephone survey found that that the majority of Oregon residents age 40 and older invest in financial securities, but few are confident in their knowledge of investing. (23 pages)
February 29, 2008
By: Jennifer H. Sauer, M.A., AARP Knowledge Management
AARP Poll of Arkansans Age 40+ on Retirement and Investment: Summary of Top-line Findings
Long-term financial security is critical to attaining what people want in retirement. This survey found that Arkansas residents age 40+ are not highly confident about preparing for retirement, and that while most respondents invest and own securities, they also indicate low levels of confidence in their personal knowledge of financial investing. (18 pages)
October 26, 2007
By: Jennifer H. Sauer, M.A., AARP Knowledge Management
AARP Bulletin Poll on Financial Literacy
The AARP Bulletin recently revealed the results of a nationwide poll of 1,031 people ages 40 and older that explored financial literacy on important consumer subjects such as Social Security benefits, 401(k) retirement plans, credit card theft liability, and bankruptcy trends. This Executive Summary, by Dawn V. Nelson, explains that half of the respondents “failed” the financial literacy quiz, correctly answering fewer than 50% of the items. (7 pages)
October 24, 2007
By: Dawn V. Nelson, AARP Knowledge Management
401(k) Participants’ Awareness and Understanding Of Fees
How much do 401(k) plan participants know about the fees and expenses associated with their plans? Of 1,584 age 25+ 401(k) plan participants surveyed by AARP, 79 percent of those who make decisions about their investments say fees are an important consideration in their investment decisions, but 83 percent admit not knowing how much they pay with their own plans. (41 pages)
July 24, 2007
By: S. Kathi Brown, AARP Knowledge Management
Stolen Futures: An AARP Washington Survey of Investors and Victims of Investment Fraud
Investment fraud victims in Washington State are more likely than non-victims to be male, married, and employed as well as more financially literate, according to this February 2007 AARP telephone survey of two groups of investors, 125 reported victims and 258 reported non-victims of investment fraud. (44 pages)
June 15, 2007
By: Jennifer H. Sauer, M.A., AARP Knowledge Management; Karla Pak, AARP Washington State Office
Investor Protection and Trust: A Survey of AARP Hawai'i Members
Although 67 percent of AARP members in Hawai’i invest in securities, most consider themselves neither highly knowledgeable nor confident about their abilities. Of the 700 members in this December 2006 telephone survey, 81 percent want stronger state regulations to protect all residents from financial fraud, and 84 percent favor stronger penalties for fraud targeting older adults. (24 pages)
April 4, 2007
By: Jennifer H. Sauer, M.A., AARP Knowledge Management
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Source: Caregiving in the U.S., November 2009
