NEFE Research

NEFE encourages better understanding of personal finance by identifying and promoting in-depth exploration of financial issues of concern to the public. We do this through research studies, conferences, symposia, think tanks, round-table discussions, and other activities that we sponsor.
Ongoing Research Projects

Ongoing Research Projects

by NEFE Grantees

NEFE provides research funding for exploratory projects on personal finance and financial behaviors. We currently have several projects in progress, including research on young adults, debt, and the diminished capacity of aging Americans. Please check this page for information and updates for ongoing projects.

Untangling the Determinants of Retirement Savings Balances

Untangling the Determinants of Retirement Savings Balances

by The New School

This study, funded by a grant from NEFE to The New School, determines how life events (such as unemployment spells, disability, marriage, and divorce) impact retirement savings and how these impacts differ by race, sex and income categories.

Where Financial Education Has the Greatest Impact

Where Financial Education Has the Greatest Impact

by NEFE and Right About Money

According to a new survey from NEFE in partnership with Right About Money, 74 percent of Americans believe financial instruction in K-12 schools gets the best results in building financial well-being.

Where Financial Education Has the Greatest Impact Summary FindingsWhere Financial Education Has the Greatest Impact Complete Survey

1 in 3 Say Financial Life is Worse Than They Expect it to Be

1 in 3 Say Financial Life is Worse Than They Expect it to Be

by NEFE

More than two thirds of adults will make a financial New Year’s resolution for 2017, a sign that Americans remain focused on their financial health as much as their physical health.

New Year 2017 Survey SummaryNew Year 2017 Survey Complete1 in 3 Say Financial Life is Worse Than They Expect it to Be

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