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Building a new payment, credit, investment, retirement, or savings product to improve consumer financial health? Inform better product designs with our library of free resources exploring product trends, behavioral economic theories, and innovation strategies that work.

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Designing Digital Financial Advisory Tools for Low-to-Moderate Income Older Adults

Most low-to-moderate income (LMI) older adults are financially challenged to reach retirement and maintain their quality of life as they age. This report showcases research insights and design features that financial service providers can leverage to better support the needs of this group as they approach retirement, produced in partnership with the Institute of Consumer Money Management.

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In Their Words: What Older Adults Struggling Financially Need

By Farah Manjiyani, Manager, Financial Health Network Despite the recent stimulus, increased vaccinations, and gathering momentum of reopenings across the country, millions are still struggling with their financial health. Ongoing economic uncertainty, job loss, and physical health concerns have caused many to shift financial priorities just to stay afloat. In the Financial Health Network’s latest…

Designing Digital Financial Advisory Tools for Low-to-Moderate Income Older Adults

Most low-to-moderate income (LMI) older adults are financially challenged to reach retirement and maintain their quality of life as they age. This report showcases research insights and design features that financial service providers can leverage to better support the needs of this group as they approach retirement, produced in partnership with the Institute of Consumer Money Management.

Financial Health Leaders Lab: Innovation Highlights

Developing and testing innovative solutions is key to advancing financial health. That’s the driving force behind the Financial Health Leaders Lab – a program that supports the groundbreaking work of organizations at the forefront of financial health measurement, like those profiled here.

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Innovation is at the heart of all we do at the Financial Health Network. See the full list of our programs, thought-leadership, and services here.

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We offer in-depth analysis and consumer perspectives you won’t find elsewhere. See our latest research to help inform and guide your organization in building its financial health strategy.

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