Monday, December 23, 2024
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AARP Survey Reveals Alarming Retirement Savings Trends

2024-04-26  |  retirement 

... singly hard for people to choose when to retire." The survey also shed light on the debt burden carried by older adults. Nearly one-third of respondents who maintain a credit card balance from month to month reported balances of $10,000 or more, with 12% carrying balances exceeding $20,000, a notable increase from around a year ago. Despite these concerning trends, there remains a glimmer of optimism among respondents, with 33% believing their financial situation will improve over the next 12 months. However, the specter of inflation and escalating costs looms large: - More than a third (37...

Consumers and Small Businesses Still Grapple with Persistent Check Fraud

2024-04-09 14:00:00  |  banking consumers small business 

... rd, CEO of Abrigo, emphasizes the necessity for banks and credit unions to employ advanced, AI-powered technologies to combat this growing issue effectively. Abrigo's Fraud Detection platform aims to address this need by providing innovative solutions for fraud detection and prevention. Emerging Challenges and Solutions The survey also highlights an increased targeting of the U.S. Mail and postal service carriers for check fraud, a trend that surged since the COVID-19 pandemic. Despite this, 35% of respondents were unaware of mail theft as a method for check fraud, and 47% admitted to using ...

Financial Education Gap Leaves Middle-Income Americans Seeking More

2024-04-09 15:00:00  |  consumers financial education 

...  income gains outpacing inflation, the journey towards financial security remains fraught with challenges.The FSM™ survey also delves into concerns over credit card debt, the merging of finances post-marriage, and the alarming trend of decreased savings for retirement among middle-income Americans. With 88% of respondents feeling the pinch of rising food prices, the need for a more comprehensive financial education has never been more apparent.Primerica’s findings offer a crucial insight into the financial uncertainties facing middle-income Americans today, underscoring the need for improv...

New York Fed's Latest Survey Reveals Mixed Feelings on Economy and Personal Finances

2024-04-09  |  consumers economy 

... ese concerns, the survey noted slight improvements in perceptions of credit access and financial well-being compared to the previous year. Yet, expectations for tighter credit conditions in the future suggest a cautious optimism among consumers.The Survey of Consumer Expectations is a critical tool for understanding public sentiment on various economic indicators, including inflation, labor markets, and personal finances. Its insights into consumer expectations by demographic and economic backgrounds offer valuable perspectives for policymakers and financial analysts....

Women Investors Unsure About Retirement

2024-03-15 23:59:00  |  retirement women 

... op financial worries for single women in the upcoming year is managing debt (21%), with nearly one in three (31%) of them who are retired or over 55 anticipating paying off credit card debt in their golden years.Single women are looking to specialists for proactive methods to deal with these issues. Single women have started working with advisors at a somewhat higher rate than married women, despite the fact that more than one in three women (36%) presently work with them. Compared to 37% of married women, over four out of ten (41%) single women who work with an advisor began doing so during t...

Consumers Expect Higher Inflation Ahead

2024-03-12 23:15:00  |  consumers economy 

... f missing a minimum debt payment over the next three months decreased by 0.7 percentage point to 11.4%.The median expected year-ahead change in taxes at current income level remained unchanged at 3.9%.Median year-ahead expected growth in government debt increased to 9.3% from 8.9%.The mean perceived probability that the average interest rate on saving accounts will be higher in 12 months increased by 0.6 percentage point to 26.1%, remaining below its 12-month trailing average of 30%.Perceptions about households’ current financial situations deteriorated somewhat with fewer respondents report...

Americans Choosing a More Intentional Retirement

2024-03-12 08:42:12  |  retirement 

... ance from digital sources, such as a robo advisor, social media channels or influencers they follow.However, even among those aware of robo advisors, nearly 4-in-5 across all generations agree having access to a human financial advisor is still important for when they have questions. Over three-quarters also prefer working with a human financial advisor when it comes to creating a plan to accomplish their goals.Living in RetirementNearly all respondents (85%) want to retire while they are still healthy enough to be active, targeting an average retirement age of 61-62. Motivating factors for de...

Employees Are Still Not Ready for Unexpected Medical Expenses

2024-03-06  |  financial wellbeing 

... ake on additional debt to cover an unexpected medical cost, primarily using credit cards (44%) and payment plans (46%).Confusion Around Existing Medical Coverage: 1-in-3 adults do not fully understand what their health insurance plan covers, indicating a need for improved educational resources on the specifics of medical coverage and assistance selecting benefits that can help fill gaps in coverage. ...

Mortgage Affordability Gap Between Black and White Renters Narrowed During Pandemic

2024-02-26  |  demographics housing 

... ...

Nearly One-Third Of Americans Feel Daily Financial Stress

2024-01-22  |  consumers economy 

... e high cost of living in America, and over half (59%) are reducing their consumption of non-essential items as a result. Furthermore, compared to 43% who would prefer to share their monthly credit card bill, 57% of respondents would prefer to share their recent Google search history. However, 42% of respondents when asked what "Thriving in America" meant to them selected work-life balance.Following a year of market volatility and uncertainty, the study asked more than one thousand Americans about their priorities and perspective in terms of money, life, and work. See the KeyBank 2024 Financial...

Consumers Now Expecting Lower Inflation

2024-01-09  |  economy 

... d probability that the average interest rate on saving accounts will be higher in 12 months decreased by 3.6 percentage points to 25.9%, its lowest level since November 2021.Perceptions about households’ current financial situations improved with fewer respondents reporting being worse off than a year ago. Year-ahead expectations also improved with a smaller share of respondents expecting to be worse off and a larger share of respondents expecting to be better off a year from now.The mean perceived probability that U.S. stock prices will be higher 12 months from now increased by 0.2 percenta...

Nearly Two Thirds of Americans are Waiting on Mortgage Rates to Drop Before Buying a Home

2023-06-06  |  housing 

... their home purchase.Personal savings: 46 percent of Americans plan on using some of their personal savings to help pay for their home purchase, such as a down payment.Support from family or friends: 23 percent of Americans are expecting help including financial gifts and/or loans from family or friends."Most Americans understand how critical it is to establish a financial plan and our survey found three in four have set personal goals around money," said Paul Dilda, Head of U.S. Consumer Strategy at BMO. "Unfortunately, only 32 percent of Americans said they were meeting with their banker or f...

Personal Financial Management Becomes New Frontier for Bank and Credit Card Apps

2023-06-01 12:00:00  |  banking credit cards technology 

... ...

Credit Union Loan Account Balances Rising

2023-06-01 11:00:00  |  credit unions lending 

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Three-Fifths Of Americans Living Paycheck To Paycheck

2023-02-28  |  consumers 

... r behavior to adjust to the pressures of inflation on their wallets, Nayar noted, "it may not be enough to balance their finances." "Massive credit card debt is carried by customers of all income levels, and if debt interest rates rise, they may soon equal the savings balances of all consumers living paycheck to paycheck1. Now is an excellent moment for consumers who want to reduce their overall debt load to think about consolidating and/or refinancing their debt into an installment loan." ...

Many U.K. Consumers Struggling With Credit Card Debt

2022-09-22  |  consumers economy 

... n purchases (42%), fraud protection (39%), and the opportunity to make purchases without having to wait for payment (37%) were listed as the three most important advantages of credit cards.Source: Marqeta ...

Money Top Source Of Stress For Women

2022-09-22  |  consumers demographics women 

...  #4). Women are worried about climate change: 62% of respondents cited climate change as one of their top financial concerns, more than retirement planning (51%), credit card debt (46%), the stock market (38%), and child care costs (30%). Women are less likely to invest, but when they do they keep their cool: Women are roughly half as likely to invest as men are. And just 30% of women have met with a financial advisor or planner. That said, when women do invest, they make many of the right moves. Only 38% of women reported feeling concerned about market volatility vs 58% of men — which...

Consumer Spending Not Wilting In Summer Heat

2022-08-09 12:10:00  |  consumers economy 

... re still high. Approximately in line with June's figures, Bank of America's total payments climbed 7% year over year in July. This figure provides a comprehensive picture of cash flow and includes credit card, debit card, Automated Clearing House, wires, bill pay, person-to-person, cash, and cheques. The average household's card expenditure climbed by 5.3% annually, down from 5.7% in June. With personal consumption expenditure (PCE) inflation at 6.8% and the US Consumer Price Index (CPI) at 9.1% in June, it appears that "real (inflation-adjusted) spending" is still struggling. All i...

Average Millennial Owes $117K

2022-07-28 12:00:00  |  consumers debt 

... oubt they could afford $500 to cover an emergency, one fifth say they cannot afford children and one fourth don't know their credit score. It is not surprising that 41% of millennials are pessimistic about their financial future. ...

Household Financial Well-being Highest in Eight Years

2022-05-23  |  consumers 

... bout as likely to look for a new job if required to return to the office as if their employer instituted a pay freeze. In addition, the report explores families' experiences related to banking and credit, income, housing, retirement, student loans, and retirement alongside several new topics, such as the use of emerging financial products including cryptocurrencies and "Buy Now, Pay Later" services. The survey included 11,000 adult respondents....

Retirement Savers Remain Confident in their Plans

2022-05-19 12:02:00  |  retirement 

... 6%). Here too, Millennials are feeling the impacts of inflation on their short-term financial goals: 36% report delaying vacation, paying off credit card debt (29%), buying a car (26%) and buying a home (26%). “Creating a financial strategy is not something that should be done once and never thought of again until retirement. Ever-changing market environments can sometimes mean making difficult choices, as evident by the data showing Americans are contributing less to their emergency funds,” continued Huang. “That’s why it’s critical to seek the help of a trusted financial profess...

Total Household Debt Increases in Q1 2022

2022-05-10  |  consumers debt 

... redit demand–was at 109 million, a 5.1% decline from the previous quarter. 229 million new accounts were opened in the first quarter, an uptick from the previous quarter and slightly higher than typical pre-pandemic levels....

Boomers Prefer Credit Cards Over Debit Cards

2022-05-05 12:00:00  |  consumers payments 

...  Gen X consumers. Alerts are essential for many people, with 61% receiving debit card alerts, 70% getting credit card alerts and 63% of those receiving alerts say an alert has stopped fraud. Digital and Physical Cards Will Co-Exist Digital card options are gaining interest, yet consumers are not ready to leave their physical cards completely behind as 43% of debit card users would opt to use mobile debit. This is a marked rise from 25% in 2018. Even so, 68% still want a physical debit card too — with the most common reasons being if their phone is lost or stolen (61%), stops working (5...

Two-thirds of U.S. Lives Paycheck to Paycheck

2022-05-02 12:00:00  |  consumers credit 

... n average of $2,100, with a cap of $9,000. Many consumers who pay monthly are still creditworthy, have good credit scores, and tend to use personal loans, credit cards and other payment methods such as personal loans to manage their cash flow. Source: LendingClub...

Fidelity Launches Bitcoin Offering for 401(k) Accounts

2022-04-26 12:10:00  |  crypto retirement 

... for digital assets to institutional investors. In 2020, Fidelity’s digital asset management business launched a private bitcoin fund that is currently available to accredited investors. “As a leader in digital assets, we are thrilled to be the first to offer employers exposure to bitcoin for the core lineup of 401(k)s that reflects our commitment to meeting their evolving needs and our belief in the promise of blockchain technology for the financial industry’s future,” said Dave Gray, Head of Workplace Retirement Offerings and Platforms at Fidelity Investments. “There is growing i...

Some Americans Looking To Stars For Financial Advice

2021-12-08 09:08:19  |  advice consumers finances 

... tariuses report the least amount of money anxiety. That said, Sagittariuses have the lowest average credit scores of all the signs. To view the full report, visit https://www.lendingtree.com/debt-consolidation/zodiac-finances-survey/ Methodology LendingTree commissioned Qualtrics to conduct an online survey of 2,049 U.S. consumers from Nov. 3 to Nov. 5, 2021. The survey was administered using a nonprobability-based sample, and quotas were used to ensure the sample base represented the overall population. All responses were reviewed by researchers for quality control. LendingTree defined...

COVID-19 Undermines Womens Retirement Security

2021-10-29 09:08:19  |  demographics retirement 

... s reducing day-to-day expenses (35 percent), dipping into savings accounts (25 percent), and/or accumulating new credit card debt (17 percent). Approximately one in eight women skipped health care (13 percent), borrowed money from others (13 percent), and reduced or stopped contributing to retirement accounts (12 percent). Sixty-two percent cite paying off some form of debt as a financial priority. Other financial priorities include saving for retirement (56 percent), building emergency savings (46 percent), and just getting by to cover basic living expenses (32 percent). Almost four in 10...

Gen Z Wants Credit Perks but Leery of Debt

2021-10-21 12:00:10  |  credit demographics 

...  by traditional credit and other payment options," said Val Greer, EVP and chief commercial officer, Alliance Data. "With $143 billion in buying power, retailers can open the door to this group which in 10 years is projected to have more buying power than millennials and baby boomers combined, by diversifying payment choice that includes tech-driven, clear-termed financing like buy now, pay later, that eases debt fears and gives control over cash flow." Source: Alliance Data Systems Corporation...

No Place Like Home

2021-10-20  |  housing 

... own payment mortgages, as well as down payment and closing cost grants (no repayment required) designed to make homeownership accessible and affordable for those with a healthy financial picture. While many prospective buyers can afford monthly mortgage payments, they report high rent costs (57%) and expensive home prices (54%) are making it harder to save for the upfront costs of homeownership. That's why Bank of America's Community Homeownership Commitment® was created – to address the challenges many would-be buyers face. Already, the Community Homeownership Commitment has provided over...

Emerging Trends In Banking And Finance

2021-10-14 12:00:00  |  banking demographics 

... rtant customer group for most banks and credit unions over the next decade, as nearly $70 trillion in wealth transfers to them from their parents. But, as our research shows, what worked for mom and dad will not be enough to win and keep this younger demographic as a customer," said Jake Tyler, CEO at Finn AI. "Traditional FIs need to bring the trust and personal touch they delivered in branch and phone to boomers into their mobile experience, which is where most younger consumers bank. Tools like live-chat combined with virtual assistants and automated chat can help them deliver this and comp...

Americans Reduce Their Personal Debt 20 Percent

2021-08-25 12:00:00  |  economy 

...  bills 8% - car loan 7% - education loans 4% - home equity / lines of credit Debt under control, or controlled by debt?With debt consuming nearly a third of monthly budgets on average, many people also say that it has negatively impacted their ability to pursue other financial milestones. Because of their debt: 29% delayed making significant purchases 18% delayed saving for retirement 14% delayed buying a home 8% delayed having children 7% delayed marriage Having to pay down debt also carries weight in the way people feel about their long-term financial stability – 7...

Average Back-to-School Spending Reaches $498, and 33% of Parents Will Go Into Debt To Pay For It

2021-08-09 09:26:29  |  education 

... esponses were reviewed by researchers for quality control. Source: LendingTree.com...

Home Improvement Retailers Buck Online-Only Shopping Trend

2021-06-01 12:01:00  |  retail spending 

... lf (55%) of customers give their primary retailer credit for doing so, but there is a definite range in performance, from the best-in-class retailer achieving this criteria 72% of the time to the lowest average of 49%. Younger customers have highest levels of satisfaction: Overall satisfaction among Gen Y1 and Gen Z customers averages 842 (on a 1,000-point scale) while overall satisfaction among Gen X and Boomers averages 824. These younger generations have increased their home improvement activity during the past year with 42% planning for, or in the process of, doing a project in the ...

Location, Location, Location?

2021-06-01  |  housing real estate 

...  When asked about their knowledge of the homebuying process, only 35% of respondents said they are “very knowledgeable” about how credit affects their ability to buy a home. About one in four said they feel “not at all knowledgeable” about closing costs, loans, or home equity. Almost half have little to no knowledge about the types of loans available (48%) or the mortgage refinance process (44%). Even among homeowners, one in four (25%) said they are “not at all knowledgeable” about how much closing costs are, and 17% said the same about tapping into their home’s e...

Interest in Investing Emerges as a Lasting Pandemic Legacy

2021-05-28  |  consumers investing 

... ers pay down debt and funnel income into the markets. In Q1 2021, 24% of consumers spent discretionary income paying down credit cards and other debts—down 7 ppts from a year ago. Only 3% of consumers named debt as their biggest concern in Q1 2020, compared to 11% of consumers in Q1 2020. Low barriers to entry—including apps that allow purchasing partial shares and are accessible 24/7—accelerated mainstream interest in stocks and expanded investing to younger demographics. As a result of these new tools for allowing (and gamifying) active investment among non-experts, risk exposure is ...

College Students Ready to Handle Own Finances

2021-05-12 12:19:00  |  demographics 

... n $1,000 in credit card debt, and 14% have more than $5,000. Almost two in five (38%) do not expect to pay their entire credit card bill each month to avoid paying interest. “We have been encouraged to see college students responding to the COVID pandemic with such resilience but worry they may be getting ahead of themselves financially,” said Ray Martinez, Co-founder and President of EVERFI. “Financial literacy will continue to be key as students find the right strategies for managing their money and working toward successful financial futures.” Personal Finance Areas Where Stud...

Healthy Money Habits on the Horizon

2021-05-12 12:00:01  |  advice financial planning 

... ...

Latest IBD/TIPP Poll Shows Dip in Economic Optimism

2021-05-04   |  consumers 

... financial security, with a combined 65% using checks to pay down credit cards, grow or replenish their savings or invest in the stock market. These factors suggest that as the economy continues to improve, people will once again feel assured of their financial footing and long-term prospects.” Economic Optimism Index Breakdown This month, 17 of 21 demographic groups — such as age, income, race and party preference — that IBD/TIPP tracks were above 50.0, in positive territory, on the Economic Optimism Index. That’s unchanged vs. April and up from 16 in March, 11 in February, eight...

Consumers Financially Optimistic After Difficult Year

2021-04-29 12:00:00  |  consumers 

... rd or their phone 36% put money toward savings 30% paid down debt 22% paid rent or mortgage 10% put money toward a ‘nice to have’, like entertainment 7% donated to a cause Paying bills on time, budgeting are top financial goals this year Survey respondents all agreed that their top financial goals in the past year included paying bills, like utilities, as well as their mortgage in full and consistently each month. Additionally: 32% of the general population indicate developing or maintaining a budget that works for them as a primary goal. Black (2...

Housing Gains Could Grow Black Wealth More Than $500 Billion in a Decade

2021-04-26 12:00:01  |  demographics housing 

... ...

Home Listing Shortage May Be Turning Around

2021-04-23 12:00:04  |  housing 

... next 12 months. Although the rapid ascent of home values have stoked fears of another housing bubble, strong fundamentals underpin the market's heat. Average credit scores among buyers are much higher than in the early 2000s, lending standards are tighter, and demand going forward -- including from a wave of millennials aging into homebuying -- is expected to keep sales strong in the coming months. The fastest monthly home value growth was seen in Austin (2.4%), Phoenix (2.3%) and Riverside (1.9%), all accelerating from the previous month. Growth is slowest in San Jose (0.05%), San Fra...

Pandemic's Impact Compels Parents To Talk Money With Their Kids

2021-04-20 12:00:09  |  pandemic 

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Say Goodbye To Money Management By And For Men

2021-04-14 12:01:00  |  demographics investing 

... ed their rewards programs based on ethical spending? The more socially responsible the company or sector, the more points you get. Bringing Back Reality: From digital currencies to virtual assets, finance is becoming increasingly intangible. But as money goes virtual, our relationship is becoming less rooted in reality. Future-focused brands can solve tomorrow's problems with haptics, reality checks, virtual vaults, and phygital advisors. What if insurance companies offered digital asset protection? In addition to the four opportunities, content within "Future of Finance" explores how death...

Is Buy Now Pay Later Here To Stay?

2021-04-12  |  payments credit 

...  pay later service would take advantage of them," said Jared Drieling, Senior Director of Market Intelligence and Insights at TSG. "Despite the growing trend, most consumers stated a credit or debit card issued through their bank was still the number one most reliable payment method." Further, a thematic analysis of respondents who do not use BNPL, as well as their reasons for intentionally avoiding these services, showed that consumers can experience psychological discomfort, a lack of familiarity, and financial hardship preventing them from pursuing Buy Now, Pay Later options. "The fut...

Business Ownership Declines For Older Americans

2021-04-09 14:00:00  |  entrepreneurship 

...  Kramer Mills said. “We know that entrepreneurs 50 and older are different from their younger counterparts,” said Nancy LeaMond, AARP executive vice president and chief advocacy and engagement officer. “They often have assets they can and do use to fund their businesses, but this can be very problematic. Accessing retirement funds is of particular concern since there is a shorter time horizon to rebuild those accounts. “AARP has launched the Small Business Resource Center, which offers information and resources about funding sources to consider for entrepreneurs at every st...

SoFi Launches Auto Loan Refinancing Through Lantern

2021-04-06 16:00:00  |  consumers lending 

... ence, it also adds a much-needed layer of transparency to the process by allowing the borrower to view competitive offers and determine eligibility without any impact to their credit score. The integration is powered by MotoRefi’s ecosystem API, which empowers borrowers by connecting them with pre-qualified refinance offers that the company says saves borrowers an average of $100/month. Source: SoFi...

Pandemic Shifts Financial Behaviors and Conversations

2021-04-06 12:00:00  |  pandemic affluent 

... onal milestones in life, including owning a car (98%), owning a home (97%), saving their goal amount for retirement (95%) and paying off credit card debt (94%). In fact, 84% of respondents indicated they plan to achieve or have already achieved one or more financial milestones earlier than their parents – including opening an investing account (54%) and starting to save for retirement (53%). More than half of this group (53%) say they have already achieved or plan to achieve five or more financial milestones earlier than their parents. However, when asked about the most important measures...

FICO® Scores Increased Amid Pandemic

2021-04-05 12:00:20  |  consumers 

... into savings. Nearly 2 out of 3 survey respondents say they will find new ways to save money in the coming months, and 36 percent will work to improve or maintain their credit score. Source: Experian...

One-Fourth Of Consumers Lack An Emergency Financial Plan

2021-04-01 18:00:00  |  financial planning demographics 

... emergencies. This age group is least likely to have an emergency plan, most likely to open a credit card or secure a new loan as a response to emergencies, and most likely to start a new side hustle as a response. "It was encouraging to find that over 6 in 10 consumers were happy with their financial preparations," said a spokesperson for ScoreSense. "But those consumers who were not prepared and were affected by layoffs and business closures are truly struggling to stay afloat during this trying time." Overall, Americans believe they are mostly prepared for financial e...

Gen Z Lacks Knowledge and Confidence in Personal Finance

2021-04-01 16:00:00  |  demographics investing 

... 9%) say they have never made a budget. 32% of teens couldn't correctly identify the difference between a credit and debit card, and 41% don't know if they have to pay taxes. 73% of teens want more personal finance education. Teens want to invest, but don't know where to start GameStop and social media ignited interest in investing for people of all ages, but Gen Z doesn't know where to start or who to trust. Investing is top of mind with 86% of teens interested in investing, but nearly half (45%) haven't invested because they don't feel confident or their parents don't know how to ...

Two-Thirds of Consumers Have Forgotten About At Least One Recurring Payment

2021-04-01 08:20:22  |  payments 

...  indicated that consumers want to know where their financial information lives online, including where their credit cards are stored. Sixty percent believe that if they know where their card is stored, it will help them have a stronger grasp on their recurring payments and finances More than half (56%) say recurring payments are a hassle to track down and on average it takes about three months for them to cancel unneeded recurring payments Nearly all respondents (90%) note that it would be valuable to know where their card is stored at all times. Chase’s digital tools provide ...

COVID-19 Changes In Credit Card Use Might Be Permanent

2021-03-31 12:00:04  |  pandemic spending 

... olid financial lessons," Silvestri says. "We'll know for sure when we conduct our credit card survey next year." Source: Debt.com ...

PayPal Launches Checkout with Crypto

2021-03-30  |  payments fintech 

... ppearing alongside other payment methods in the PayPal wallet like a bank account, balance or credit card/debit card, the Checkout with Crypto payment flow remains similar and familiar to other ways of checking out with PayPal: At checkout, if a customer has sufficient balance of cryptocurrency to cover an eligible purchase, crypto will automatically display as a payment method for that purchase. Customers will be able select their cryptocurrency of choice – Bitcoin, Litecoin, Ethereum or Bitcoin Cash, depending on what they are holding with PayPal and the balances available in each crypt...

Three Million Renters At Risk Of Losing Homes

2021-03-29 12:00:00  |  housing 

... fering a repayment plan and amortizing the back rent into ongoing rent payments, with landlords effectively serving as private creditors as they recover back rent over time. In this scenario, the benefit to the renter is avoiding an eviction, and the landlord is made financially whole. However, that might not be feasible for landlords who need a steady cash flow to make mortgage payments and remain afloat. Last year, many young adults left their rentals to move back home, and one-third of rental listings were offering concessions this past fall as landlords tried to entice renters with bene...

Mortgage Rates Jump Up

2021-03-25 19:08:19  |  housing interest rates 

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Americans Cautiously Optimistic Despite Pandemic Impact On Retirement Plans

2021-03-24 12:00:00  |  pandemic retirement 

... ot affiliated with Fidelity Investments. The results of this survey may not be representative of all adults meeting the same criteria as those surveyed for this study. Source: Fidelity Investments...

Home Sellers In Driver's Seat

2021-03-24  |  housing real estate 

... edian of 96 days, compared with 91 days during the same period the prior year. It's taking longer to find homes in part because there's an intensifying housing shortage that's causing many house hunters to get outbid repeatedly. "Within hours of a home hitting the market, the showing schedule is often completely booked up," said Laurene Broccard, a Redfin real estate agent in Raleigh, NC. "We've seen properties get over 70 showings in three days and up to 30 offers. There are frequently buyers who want to see a home, but it goes under contract before they even have a chance to ...

Tax Credit Could Cover Entire Down Payment For Homes in 40 of the 50 Largest U.S Metros

2021-03-16 14:00:00  |  housing 

... ...

Nearly 4 in 10 Americans Are Mooching Off Someone Else's Streaming Account

2021-03-12 14:00:00  |  technology 

... tions with their credit cards, even though some issuers offer lucrative streaming benefits. "Credit card issuers have fallen in love with streaming rewards in the past year, so if you spend a lot of money on streaming, it's worth looking into what your cards offer," said LendingTree's Chief Credit Analyst, Matt Schulz. "Just be sure that you keep your spending in perspective, for example, don't throw away a good grocery rewards card for one that gives more for streaming." To view the full report, visit: https://www.lendingtree.com/americans-mooching-streaming-accounts/....

Boomers Have Different Expectations of International E-Commerce Than Younger Consumers

2021-02-26  |  retail global 

...  most comfortable shopping via credit or debit card. Some 65% of global e-commerce shoppers ages 57–75 have used credit or debit cards to make cross-border purchases. Only 3% of boomers have taken advantage of buy now, pay later options, versus 12% of shoppers ages 40 and under. Shoppers in the 57–75 age group prioritize lower cost over satisfaction with a past online experience. Some 42% of boomers surveyed said lower cost is a primary factor when shopping cross-border, versus just 32% of those in younger age groups. Only 27% of shoppers in both the boomer and 40-and-under age groups...

Consumers Split On Proactive Advice From Their Financial Institutions

2021-02-23 15:00:00  |  advice banking 

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Young Adults and Adults Over 75 Most Vulnerable to Fraud Attacks

2021-02-23  |  fraud cyber 

... o lessen the unpredictable tides of fraud. "Digital identity intelligence in particular is crucial for businesses to understand the behavior, transaction history and device intelligence of each identity entering their environment. When we can crowdsource real time intelligence across global digital businesses, it offers an unparalleled view of trust and risk. This creates a low-friction online experience because businesses can better recognize trusted, returning consumers." Source: LexisNexis Solutions...

Digital Banking Grows During Covid-19

2021-02-01 09:22:18  |  banking digital 

... re losing customers on high-margin products such as loans, credit cards and investments -- those that better suit their needs. "We surveyed more than 56,000 consumers in 11 countries and found that while respondents most frequently cited affordability of a competing offer as their reason for purchasing products from another bank, they also cited better digital tools, a simpler purchasing process and convenience as key reasons," said Katrina Cuthell, a partner with Bain & Company in Sydney and a co-author of the report. "These numbers were higher among younger customers, who put an even grea...

Rewarding Card Spending with Stock Ownership Drives Greater Lifetime Value

2021-01-26 12:02:00  |  credit stock ownership 

...  from Bumped, a fintech company with the goal to create an ownership economy through fractional stock rewards, released data from their two-year pilot study that shows the impact stock rewards for credit card spending can have on user behavior. The data indicates an owner drives 33% more lifetime value than a customer does. The Bumped pilot ran for two years and rewarded over 13,000 US consumers in fractional stock rewards when they spent at more than 80 brands. Once rewarded in stock by a brand, the average Bumped user showed a 43 percent increase in monthly spending, with a 1.5x increase ...

Black Americans at a Disadvantage in Financial Services

2021-01-26  |  credit 

... ks won't give us loans, etc." A Hispanic American survey respondent added: "I was misinformed about credit and the way that it works. The odds were never in my favor from the beginning." Source: CreditSesame...

Online Car-buying Drives Consumer Satisfaction

2021-01-25 09:21:00  |  transportation automation 

... emic. Among the most popular activities for shoppers to complete online or at home: Finding information on incentives; calculating monthly payments; applying for credit; and finalizing the vehicle price. Importantly, franchised automobile dealers know what the future holds. In the survey, 75% of dealers agreed that they would not be able to survive in the long run without adopting digital retailing tools and moving more of their sales process online. Digital Retailing is a Win-Win for Consumers and Dealers According to the study, 64% of shoppers want more of the purchase process to ha...

Mortgage Rates Move Little in Latest Survey

2021-01-22 15:00:00  |  mortgage interest rates 

...  PMMS is focused on conventional, conforming, fully amortizing home purchase loans for borrowers who put 20 percent down and have excellent credit. Average commitment rates should be reported along with average fees and points to reflect the total upfront cost of obtaining the mortgage. Visit the following link for the Definitions. Borrowers may still pay closing costs which are not included in the survey. Sourc: FreddieMac...

Annual Home Sales See Highest Level Since 2006

2021-01-22  |  housing 

... .J., and the CEO of Prominent Properties Sotheby's International Realty. "We were pleased with the homebuyer tax credit President Biden proposed as a candidate and we look forward to continuing our work with Congress and the White House. We will aim to find common ground, especially related to ways of boosting home supply and working toward solutions that will protect and support homeownership and America's broader real estate industry." According to Freddie Mac, the average commitment rate for a 30-year, conventional, fixed-rate mortgage decreased to 2.68% in December, down from 2.77% in N...

Auto Sales to Jump in 2021

2021-01-21 14:00:00  |  transportation spending 

... d we're going to see even more electrified SUVs enter the market. And under the new presidential administration, there could be the possibility of new tax credits or incentives for individuals that could finally help move the needle for electric vehicles, which for years have been slow to grow in popularity in the U.S." Although 2021 is looking to be an exceptional year for the industry from a product standpoint, Edmunds experts note that there are a number of uncertainties that could negatively affect sales. "The chip supply shortage could throw a big wrench in production for automakers...

Upgrade Launches Rewards Checking Account

2021-01-14  |  payments banking credit fintech 

... llment lending at millions of points of sale in store and online through the Visa network. Upgrade Card has been rapidly gaining mainstream adoption with an annual rate of $1 billion in new credit lines already being made available to consumers. Over 1 million consumers now apply for an Upgrade Card or loan each month. Upgrade's Rewards Checking accounts are now available online at Upgrade.com/rewards-checking/. There is no minimum account balance, no account fees, no overdraft fees, no annual fees, and no transfer fees. Upgrade charges no ATM fees, and Upgrade will rebate any ATM fee charg...

Most Americans Plan Post-Vaccination Splurge

2021-01-13 15:00:00  |  pandemic spending 

... ngTree.com...

Consumers Expect Higher Medium Term Inflation and Home Price Growth

2021-01-13 14:00:00  |  consumer expectations housing inflation 

... sed survey of a rotating panel of approximately 1,300 household heads. Respondents participate in the panel for up to 12 months, with a roughly equal number rotating in and out of the panel each month. Unlike comparable surveys based on repeated cross-sections with a different set of respondents in each wave, our panel allows us to observe the changes in expectations and behavior of the same individuals over time. Source: Federal Reserve Bank of New York...

Walgreens Expands Financial Services Offerings

2021-01-13 08:00:00  |  healthcare payments 

... hance the consumer health and pharmacy experience through our differentiated technology and established role in healthcare.” The new Walgreens credit cards are slated to be available in the second half of this year. Source: Walgreens...

Contactless Payments Are Here to Stay

2021-01-12 11:01:00  |  payments 

... ...

Pandemic Bolsters Financial Acumen

2021-01-12  |  debt credit cards 

... pped $1 trillion in this country and was trending up before the pandemic, but the survey shows nearly 1 in 5 people say, "I'm paying more attention to the interest rates on my credit cards." Nearly 1 out of 5 now rethink how they make large purchases, saying they're more willing to buy used cars and other pre-owned big-ticket items. A quarter of American adults have nothing saved for retirement, according to the U.S. Federal Reserve, but only around 15 percent of survey respondents reported, "I'm not ignoring retirement savings like I once did." Other survey findings: Over 34 p...

Walmart Creates New Fintech Startup

2021-01-11 15:00:00  |  fintech 

... nancial services and partnerships with a number of third parties, including Walmart Credit Card, Walmart Money Card, check cashing, money transfers, installment financing and more. Source: Walmart...

Majority of Americans Plan to Spend Stimulus Check on Household Bills

2021-01-08 12:05:00  |  spending 

... pay for Rent 32% will use the money to pay for their Mortgage 32% will use the money to pay for their Mobile Phone Source: Doxo ...

Lack of Financial Knowledge Cost Americans $415 Billion in 2020

2021-01-07 12:00:00  |  financial literacy 

...  empower individuals and the Country." Deficits in personal finance capability increase people's risk of incurring bank fees, facing high interest rates on loans and credit cards, and losing money in investments. It should be noted that the survey results may represent an underestimate of actual losses, since people may lack financial knowledge but remain unaware of their lost opportunities. Source: NFEC...

Millennials Most Likely to Make Financial Resolution for 2021

2021-01-01  |  pandemic millennials 

... savings” (37%), or “take on debt using credit cards or personal loans” (23%). One-in-five “borrowed from friends or family,” with Gen-Z and Millennials most likely to either borrow from or move in with family members. Looking ahead to the New Year, nearly four-in-ten (38%) say they’ll spend 2021 in “Survival Mode,” meaning they’ll focus on the day-to-day to try to get themselves and their families through the next year. This outlook is more common among older generations (42% and 43% of Gen-X and Boomers, vs. 25% of Gen-Z and 34% of Millennials) and women (42% vs. 34% of m...

Mortgage Rates Remain Near Record Low Heading Into 2021

2020-12-31  |  interest rates housing 

...  PMMS is focused on conventional, conforming, fully amortizing home purchase loans for borrowers who put 20 percent down and have excellent credit. Average commitment rates should be reported along with average fees and points to reflect the total upfront cost of obtaining the mortgage. Visit the following link for the Definitions. Borrowers may still pay closing costs which are not included in the survey. Source: Freddie Mac news release...

Annual Home Price Gains Remained Strong In October

2020-12-29  |  housing real estate 

... st in the West and Southwest regions, but even the comparatively weak Midwest and Northeast (up 7.7% and 7.9% respectively) performed creditably well." More than 27 years of history are available for these data series, and can be accessed in full by going to https://www.spglobal.com/spdji/. Source: prnewswire.com...

Mortgage Rates Hit Record Low at Yearend

2020-12-28  |  interest rates mortgage 

... MMS® is focused on conventional, conforming, fully amortizing home purchase loans for borrowers who put 20 percent down and have excellent credit. Average commitment rates should be reported along with average fees and points to reflect the total upfront cost of obtaining the mortgage. Visit the following link for the Definitions. Borrowers may still pay closing costs which are not included in the survey. Source: http://www.globenewswire.com/news-release/2020/12/24/2150517/0/en/Mortgage-Rates-Hit-Record-Low-at-Yearend.html ...

Credit Access Survey Shows Plunge in Credit Demand and Access

2020-12-21  |  credit cards mortgages borrowing 

... ...

Consumers’ Spending Expectations Rise Despite Flat Income and Earning Expectations

2020-12-14  |  income spending credit 

...  geography, income, education, and numeracy.  The SCE is a nationally representative, internet-based survey of a rotating panel of approximately 1,300 household heads. Respondents participate in the panel for up to 12 months, with a roughly equal number rotating in and out of the panel each month. Unlike comparable surveys based on repeated cross-sections with a different set of respondents in each wave, our panel allows us to observe the changes in expectations and behavior of the same individuals over time. Source: New York Federal Reserve...

Total Household Debt Increased in Q3 2020

2020-11-17 09:26:29  |  debt mortgages 

... both loans and leases, reached a series high in Q3. In total, non-housing balances (including credit card, auto loan, student loan, and other debts) saw a $15 billion increase. Source: New York Federal Reserve...

Total Household Debt Declines For First Time Since 2014

2020-08-06  |  debt mortgages 

... second quarter to $9.78 trillion. Mortgage originations, which include mortgage refinances, reached $846 billion, the highest volume seen since the refinance boom in 2013. Origination credit scores for mortgages increased notably in the second quarter of 2020....


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