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.

Enhancing Retirement Savings with School-Based Financial Education

Enhancing Retirement Savings with School-Based Financial Education

by George Washington University

This study, funded by a NEFE grant to George Washington University, analyzes findings from the OECD’s 2012 PISA financial literacy data and their implications for the development of sustainable retirement systems.

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

Early Warning Signs of Impaired Financial Skills in Older Adults

Early Warning Signs of Impaired Financial Skills in Older Adults

by University of Alabama at Birmingham

This study identifies very early declines in financial skills and translates these findings into a set of understandable early warning signs accessible to older adults, their families and a range of relevant professionals.

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