Road shaped as a dollar sign with half of the road on solid ground and the other half hanging over a cliff. Source: Shutterstock.

Findings from a new research series published by the Basking Ridge, N.J.-based Affinity Federal Credit Union discovered the financial health and well-being of consumers varies widely from generation to generation. Of the thousands of people surveyed, each generation had differing levels of concern about inflation, budgeting, financial education, savings and retirement.

Affinity released its Well-being and Your Wallet Index on Monday, which consisted of a 42-question survey of more than 3,000 people in New Jersey, New York, Connecticut and Pennsylvania. The survey was completed in December 2022 and its questions focused on “key financial well-being concerns impacting consumers, including addressing mounting inflation concerns on everyday spending and budgeting and access to financial education and resources.”

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including comprehensive product and service provider listings via the Marketplace Directory, CU Careers, resources from industry leaders, webcasts, and breaking news, analysis and more with our informative Newsletters.
  • Exclusive discounts on ALM and CU Times events.
  • Access to other award-winning ALM websites including and

Already have an account?

Michael Ogden

Editor-in-Chief for CU Times.

More from this author


Credit Union Times

Join Credit Union Times

Don’t miss crucial strategic and tactical information necessary to run your institution and better serve your members. Join Credit Union Times now!

  • Free unlimited access to Credit Union Times' trusted and independent team of experts for extensive industry news, conference coverage, people features, statistical analysis, and regulation and technology updates.
  • Exclusive discounts on ALM and Credit Union Times events.
  • Access to other award-winning ALM websites including and

Already have an account? Sign In Now
Join Credit Union Times

Copyright © 2023 ALM Global, LLC. All Rights Reserved.