Financial Wellness in 2025: The Gap Persists
While 2026 financial wellness numbers show improvement, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
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The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.
While 2026 financial wellness numbers1 show improvement, especially among workers, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
While 2026 financial wellness numbers show improvement, overall financial wellness remains below 2022 levels, indicating ongoing strain despite easing conditions.
Explore the Full Infographic
Financial wellness scores may be inching upward, but discover why millions of Americans still feel financially squeezed — and what’s driving the surprising gap between progress on paper and real-life stress.
Explore the Key FindingsWebinar 6/16/2026, 1 - 1:30 p.m.
What’s really happening with financial wellness—and what’s changed since the last Index release? Join LIMRA researchers Deb Dupont and Megan Nadzan for a conversation unpacking key findings from the 2026 LIMRA Financial Wellness Index®.
Register Today