Financial Health Pulse

Financial Health Pulse

Account Balances

Liquid account balances trended downward over the period of April 1 – June 30, 2021. This was likely due to individuals spending down high balances, which were caused by stimulus payments and tax refunds. Balances in accounts owned by Financially Healthy individuals continued to be higher than those in accounts owned by Financially Coping or Financially Vulnerable individuals. In addition, those with household incomes above $100,000 had consistently higher balances than those with lower incomes.

Financial Health Pulse

Financial Health Pulse Explore

The Financial Health Pulse® is a research initiative that draws on survey and administrative data to offer insight into Americans’ financial health.

Financial Health Pulse

Financial Health Pulse

The Financial Health Pulse® uses ongoing surveys and transaction data to provide regular updates and actionable insights about financial health in America.

Financial Health Pulse

New Pulse Data Shows Stimulus Payments Jump Started Spending But Funds Slowest to Reach Low-Income Individuals

Chicago, IL, May 20, 2021 (GLOBE NEWSWIRE) — The Financial Health Network, the nation’s authority on financial health, with support from the Citi Foundation, today released its first Financial Health Pulse Points brief featuring transactional data that highlights the effects of the two federal stimulus payments and tax refunds issued in early 2021 on account […]

Financial Health Pulse

3 Takeaways from EMERGE Workplace

The pandemic has made it clear that workplace benefits are evolving. As Harvard Business Review recently reported, the vast majority of leaders are planning to expand benefits as a result of the COVID-19. What should your organization be considering? We designed our inaugural EMERGE…

Roger Hochschild: Discover the Possibilities

In 1986, Discover introduced the concept of cashback rewards on a credit card with no annual fee, transforming the landscape of credit for good. No longer reserved for the privileged few, credit cards became an everyday tool in most wallets. In this episode, Jennifer sits down with Discover CEO and President Roger Hochschild to dig into his passion for helping the underserved. Find out how his company is backing its words with action to drive real social change and bring about a better future.

Financial Health Pulse

The U.S. Financial Health Pulse: A Roadmap for Recovery

As vaccines roll out across the country, the Biden administration is considering bold policies to help struggling households, businesses, and communities recover from the health and economic impacts of the COVID-19 pandemic. For these efforts to be successful, the new administration – along with businesses, employers, and other stakeholders –…

Financial Health Pulse

The 4 Phases of the COVID-19 Economy – What Comes Next?

With the arrival of a new administration in D.C. in a few weeks, it’s time to refocus on what Americans need now to support their financial health. Our recently released 2020 Trends Report found that many Americans were able to cope during the pandemic largely because of…

Webinar  
EMERGE

The Financial Lives of Young Adults: Exploring Disparities by Race and Ethnicity

Despite being the most diverse group in the nation’s history, today’s young adults are often viewed as a monolithic group. A detailed look at their financial health tells a different story, however. Join us to explore key findings from the recently released report “Race, Ethnicity, and the Financial Lives of Young Adults,” along with solutions that can dismantle systemic barriers and improve financial health for all. 

Session  
EMERGE

Financial Health in a Pandemic

How has the economic fallout from COVID-19 disproportionately impacted the financial health of different groups of people in America? In this conversation with Urban Institute CEO Sarah Rosen Wartell, we take a deep dive into the pandemic’s impact on financial health.

Financial Health Pulse

Balancing Today, Building Tomorrow: How Financially Coping Americans Plan, Save, and Invest

Even before COVID-19, millions of Americans were struggling financially, with more than half the population classified as Financially Coping. As job losses mount, savings are spent down, household debt grows, and investments shrink during the pandemic, Americans need financial support more than ever. This new research sheds light on how providers can support the saving and investing behaviors of Financially Coping consumers, ultimately improving both their immediate and long-term financial health.

Financial Health Pulse

Neighborhoods Matter: The Power of Place in Shaping Financial Health

The places where people live, work, play, and worship are tightly tied to their ability to be resilient during unexpected challenges and to seize opportunities over time. This brief highlights the role of place in financial health, as well as the opportunity for place-based solutions to improve the financial lives of residents and communities.

Financial Health Pulse

Hawaii Financial Health Pulse: 2019 Survey Results

The majority of Americans are struggling financially – and the everyday economic reality is similar for those who live and work in Hawaii. The Hawaii Financial Health Pulse offers an in-depth view of their financial struggles and coping strategies, along with potential solutions to improve financial health across Hawaii and the rest of the country.

Webinar  
Financial Health Pulse

U.S. Financial Health Pulse 2019 Trends Report

Only 29% of Americans are Financially Healthy, nearly the same as a year ago. During this webinar, attendees heard about what is driving this stat, and what else the data reveals, gaining a fresh perspective on financial health and the 2019 U.S. Financial Health Pulse.