Benefits Think 6 tips to balance short-term financial needs and retirement saving

Published 4 Min Read

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Only 56% of American workers participate in their workplace retirement plan, according to the Pension Rights Center. Meanwhile, our recent 2024 Global financial wellbeing research reveals 86% of U.S. employees list saving for retirement as a financial goal. People want to save for retirement, but they’re also struggling with a variety of short-term financial challenges. So, what are some reasons people are not saving long-term for retirement? 

Depending on the study, 61% to 78% of Americans are living paycheck to paycheck. Some of these individuals are still saving in their retirement accounts, but many are not. Inflation, student loans, credit card balances at all-time highs, childcare costs, medical bills and many other immediate financial forces are blocking workers’ ability to save for retirement.

Jeff B. Miller
VP, U.S.

Jeff Miller is the VP, U.S. at nudge.


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