America's 'Financial IQ' Survey Shows Both Understanding and Gaps
April 13 2009 - 8:46AM
PR Newswire (US)
Turbulent economy is impacting daily financial decisions and makes
financial aptitude particularly important MCLEAN, Va., April 13
/PRNewswire/ -- With ongoing news about the struggling state of the
economy and the impact on families across the country, it may be
more important than ever for consumers to understand the basics of
banking and personal finance. A recent survey of America's
"Financial IQ" by leading financial services provider Capital One
Financial Corporation (NYSE: COF) indicates that while most
Americans say they understand financial fundamentals and are
tracking and monitoring budgets, many may not be doing enough to
save or protect their financial future. In light of the economy and
survey results showing gaps in financial understanding, Capital One
encourages consumers to take stock of their financial practices and
look for areas of improvement during April's Financial Literacy
Month. According to Capital One's survey, the economy is clearly
changing the way Americans manage their money. Nearly
three-quarters of those surveyed (73%) said that current economic
conditions have caused them to change their daily spending habits.
Among other cost-saving strategies, 68 percent of those consumers
reported that they are eating out less often, 62 percent are
cutting back on entertainment expenses (spending on movies,
concerts and books), and more than half (54%) said they are
cancelling or postponing vacation plans and clipping coupons (54%).
Most (64%) are using budgets to manage expenses and only 26 percent
modify their budget when an unexpected expense comes along.
Americans are also regularly checking account balances for errors
and recent activity with 32 percent of those surveyed checking
weekly. "Budgeting and regularly checking account statements are
important basics to help consumers track their spending and
maintain a healthy financial plan," said Diana Don, Director of
Financial Education at Capital One. "Consumers should also take
steps to prepare for their financial future and longer-term goals
by regularly saving, checking credit reports annually, and keeping
an eye on credit scores." The economy is also impacting personal
savings. Nearly half (47%) of those surveyed said they are putting
less money into savings and the same number (47%) report that
current economic conditions have caused them to dip into their
savings to cover day-to-day expenses. While a third of those
surveyed (33%) said they save regularly every month, only 12
percent report that they are saving the recommended 10 to 15
percent of their income for the future, and another 12 percent said
they are not saving anything at all. Traditional savings accounts
top the most popular financial saving instrument with half of
Americans using one. Unfortunately, most (32%) reported that they
do not know the interest rate on their savings account. "Managing
your finances in a way that enables you to save even small amounts
of money is important. In addition to planning and saving for
future goals, having an emergency fund is critical to help get you
through the unexpected," said Don. According to the survey, the
majority of Americans (59%) consider themselves to be highly
knowledgeable or very knowledgeable when it comes to personal
finance, a slight decrease from 64 percent in 2007. Nearly
two-thirds (63%) of those surveyed say they are extremely
comfortable or very comfortable managing short-term finances but
only half (54%) feel comfortable managing long-term finances.
Capital One strongly encourages consumers to develop personal
budgets to meet their short and long-term financial goals.
Following are tips consumers can use to get started. -- Establish
your financial goals - Before creating a budget, you must first
consider and establish your own financial goals. Short-term goals
could include setting aside money to cover regular household
expenses or saving toward an annual family vacation. Long-term
financial goals might include planning for retirement or saving for
a second home. -- Develop a realistic budget that you can stick to
- Create a budget that captures all of your household expenditures,
including setting aside money for saving. This ensures you are in
control of your financial situation and on track to meet your
financial goals. What do Americans know about credit? Credit scores
are also an important indicator of financial well-being - the
higher your credit score, the more likely you are to be approved
for loans and receive favorable rates. Experts agree that checking
your credit report for errors is the best line of protection
against identity theft, credit card fraud and other crimes. While
the majority (55%) of Americans know that they can get their annual
credit report for free, only 41 percent of those surveyed said they
review their credit report once or more each year and nearly two
out of ten (19%) have never checked their credit report. Capital
One offers these tips consumers can use to protect and improve
their credit. -- Check your credit report at least once a year -
Regularly checking your credit report is one of the best ways to
protect against identity theft and credit fraud. Consumers are
eligible for one free credit report every year from each of the
three major credit reporting agencies. Individuals can request
their free credit report online at
http://www.annualcreditreport.com/ or by calling 1-877-322-8228. --
Correct any mistakes on your credit report - Credit reports can
contain mistakes and it is your responsibility to correct them by
contacting each of the three major credit reporting bureaus -
Equifax, TransUnion and Experian. MoneyWi$e program arms consumers
with financial tools and information. Education is the key to a
healthy financial future. To help consumers, Capital One and
Consumer Action created the MoneyWi$e financial education program.
MoneyWi$e combines free, multilingual financial education materials
with community training and seminars to give consumers at all
income levels the information and the practical assistance they
need to make smart financial choices. The MoneyWi$e eLearning tool
provides interactive modules, worksheets and calculators to help
consumers with various personal finance topics, including saving,
budgeting, and rebuilding credit. Consumers can access the
MoneyWi$e eLearning tool in English and Spanish at
http://www.capitalone.com/financialeducation/cbt/launcher.htm.
Survey Methodology The findings reported in this release are from a
telephone survey conducted by the opinion research firm, Braun
Research of Princeton, NJ. The survey entitled "America's Financial
IQ" was fielded from September 16-23, 2008. Braun Research
completed 1003 interviews throughout the continental United States.
Interviews were verified and monitored at random. Sampling was
designated using a national probability sample of all exchanges and
area codes across the United States and quotas were kept to ensure
geographical spread proportional to the US Census estimates of US
population. The margin of error for this study is +/- 3.1% at the
95 % confidence level. Statistical weights were designated from
figures and estimates on the website of the United States Census
Bureau http://www.census.gov/. About Capital One Capital One
Financial Corporation (http://www.capitalone.com/) is a financial
holding company whose subsidiaries, which include Capital One, N.A.
and Capital One Bank (USA), N.A., collectively had $109 billion in
deposits and $210 billion in total managed assets as of December
31, 2008. In addition, Capital One's newly acquired subsidiary,
Chevy Chase Bank, F.S.B., had more than $16 billion in total
managed assets and $13 billion in deposits as of December 31, 2008.
Headquartered in McLean, Virginia, Capital One offers a broad
spectrum of financial products and services to consumers, small
businesses and commercial clients. Capital One, N.A. and Chevy
Chase Bank, F.S.B. have approximately 1,000 branch locations
primarily in New York, New Jersey, Texas, Louisiana, Maryland,
Virginia, and the District of Columbia. A Fortune 500 company,
Capital One trades on the New York Stock Exchange under the symbol
"COF" and is included in the S&P 100 index. DATASOURCE: Capital
One CONTACT: Diana Don of Capital One, +1-703-720-2371, Web Site:
http://www.capitalone.com/
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