Preparing for Tomorrow by Fixing Today
In this report, the Financial Health Network looks at long-term savings and beyond to understand how day-to-day financial challenges of LMI pre-retirees and retirees are getting in the way of their long-term financial health.
Wall Street Journal: Baby Boomers underestimate their retirement needs
When it comes to saving for retirement, there’s a huge gap between what Americans say they want and what they’re doing to make it happen. This article looks at savings habits and consumer resliance, with research from the U.S. Financial Diaries, a project of the New York University Financial Access Initiative and CFSI. Read the […]
AARP Foundation Equips Older Consumers With Financial Know-How
AARP Foundation understands that many older people do not necessarily have access to affordable and reliable financial services.
Employer-Based Collaboration: Lessons from Financially Fit Minnesota
A unique model for regional, employer-based collaboration to increase the usage of basic financial services has emerged recently in Minnesota, with relevant lessons for companies, communities, and advocates nationwide.
Expanding Financial Services to Underbanked Consumers
This paper explores opportunities for using the moment of tax preparation to bridge the gap between the financial needs of underbanked consumers and services that can meet those needs.