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2026 Financial Realities Survey

For more than 13 years, union members have shared real financial questions, concerns, and experiences with us.
The purpose of this survey is to better understand the financial realities facing working families today so MWM can build more practical, accessible, and relevant educational resources.
Responses are anonymous and will only be used in aggregated form never attributed to individuals.
No account balances, investment information, or sensitive personal financial details are requested.
Estimated time: 5–10 minutes.

Section 1 - About You

Which best describes you?

Which best describes you?
A
B
C
D
E

How long have you been connected to the union workforce?

How long have you been connected to the union workforce?
A
B
C
D
E

What trade, craft, or industry are you connected to?

Union local or labor organization

example: IBEW Local 11

Would you be interested in future educational resources specifically tailored for your local or trade?

Would you be interested in future educational resources specifically tailored for your local or trade?
A
B

Section 2 - Financial Confidence

How confident do you currently feel about your long-term financial future?

1 = very concerned, 5 = very confident
How confident do you currently feel about your long-term financial future?

Which financial topics do you wish had been explained earlier in your career?

Which financial topics do you wish had been explained earlier in your career?

Section 3 - Financial Stress

Which issues create the most financial stress for working families today?

Choose up to 3
Which issues create the most financial stress for working families today?

How prepared do you feel for a financial emergency?

1 = Not prepared at all, 5 = Very prepared
How prepared do you feel for a financial emergency?

Section 4 - Education Needs

What types of financial education would be most valuable to labor communities today?

What types of financial education would be most valuable to labor communities today?

How would you prefer to access educational content?

How would you prefer to access educational content?
A
B
C
D
E
F

Section 5 - Member Voices

What financial topic do you wish someone explained earlier in your career?

What financial concerns do you believe working families need more honest education about today?

Section 6 - Optional Follow-up

The following section is completely optional and is NOT connected to your survey responses.
If you would like updates about future educational webinars, resources, or MWM initiatives, you may provide contact information below.

Email address

Thank you for contributing to the Member Voices Initiative.
Your participation helps MWM better understand the real financial concerns facing labor communities today and helps guide future educational resources.