Observations

2025: 8

Updated: Apr 2, 2026 2:12 PM CDT

Units:

Percent,

Not Seasonally Adjusted

Frequency:

Annual,

As of November

Notes

Title	Release Dates

Bankrate Consumer Survey Poll: What Are Your Financial Goals? Investing More Money	2026-01-21	2026-04-02

Source

Bankrate, LLC	2026-01-21	2026-04-02

Release

Bankrate Consumer Polls	2026-01-21	2026-04-02

Units

Percent	2026-01-21	2026-04-02

Frequency

Annual, As of November	2026-01-21	2026-04-02

Seasonal Adjustment

Not Seasonally Adjusted	2026-01-21	2026-04-02

Notes

This series reports the percentage of U.S. adults identifying their top financial goals. This survey is typically polled at the end of the year to capture consumers financial goals for the coming year. Current observation as of November 6th, 2024. Bankrate has been tracking consumer opinion on financial topics since 2011. Surveys were initially conducted by Princeton Survey Research Associates International (PSRAI), later by YouGov Plc. and SSRS. Data are collected via telephone (landline/cell) and web surveys, with demographic weighting to ensure representativeness. Margins of error generally range between 2–4 percentage points. Polling Dates: December 14, 2018 – December 14, 2018 December 04, 2019 – December 06, 2019 Did not poll in 2020 November 29, 2021 – December 01, 2021 November 15, 2022 – November 18, 2022 November 13, 2023 – November 15, 2023 November 06, 2024 – November 08, 2024 Copyright Bankrate, LLC. Bankrate Americans' Financial Goals (https://www.bankrate.com/data-center/financial-goals/)	2026-01-21	2026-04-02

Bankrate Consumer Survey Poll: What Are Your Financial Goals? Investing More Money (MAINFIANCIALGOAL0105)