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.

2016 Financial Expectations

2016 Financial Expectations

by NEFE

More than two-thirds of Americans will make financial New Year’s resolutions in 2016, according to a survey conducted by the National Endowment for Financial Education® (NEFE®). Top goals include setting and following a budget, getting out of debt and building savings.

Financial Expectations SummaryFinancial Expectations Complete Survey

2014 Young Adults and Financial Capability Forum

2014 Young Adults and Financial Capability Forum

by NEFE

In September 2014, NEFE hosted the Young Adults and Financial Capability Forum. The event focused on the findings and implications of three NEFE-funded research projects that focus on young adults.

Technology Use to Achieve Goals

Technology Use to Achieve Goals

by NEFE

Five in 10 U.S. adults say the use of technology has helped them achieve a goal. Some educators believe recent technological advances—including the gamification of curriculum—is a silver bullet to learning, yet according to this NEFE survey, just 27 percent say technology is a tool that has helped to better manage finances.

Technology Use to Achieve Goals 2015 SummaryTechnology Use to Achieve Goals 2015 Full Survey

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Contacts

  • Billy J. Hensley, Ph.D.

    Director of Education

    Direct: 303-224-3505
    bjh@nefe.org

  • Mary Hoch

    Manager, Grants and Research

    Direct: 303-224-3513
    meh@nefe.org

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