NOTICE: WSFS Bank will be closed on Saturday, July 4, 2026, in observance of the holiday.

Americans Under 40 Figure Out Their Financial Future

2 min read
An illustration of two people reviewing their finances.

According to a WSFS Bank Study of Millennials and Gen Z consumers, 65% of respondents describe their overall financial situation as either “good” or “excellent,” and nearly six in 10 (58%) are optimistic that they’ll achieve their financial goals one day.

While respondents remain optimistic when it comes to their finances, 43% said they frequently have trouble paying everyday living expenses, with 19% saying it happens to them “constantly.” Check out the infographic below to learn more about the study’s key findings.

  • Savings Options

    We’re here for you no matter what your needs are.

    Learn more

Recent Articles

  • ""

    The Six Everyday Habits That Quietly Impact Your Savings

    • Article
    | 5 min read
  • ""

    8 Steps to Spring Clean Your Financial Future

    • Article
    | 6 min read
  • Navigating the Financial Journey of Parenthood

    • Article
    | 3 min read

Helping you boost your financial intelligence.

Read our financial resources from your friends at WSFS.