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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.

Types(s): Academic Research
Topic(s): Retirement
Year: 2017

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.

Types(s): Consumer Poll
Topic(s): Education,Youth
Year: 2017

Where Financial Education Has the Greatest Impact Summary Findings Summary FindingsWhere Financial Education Has the Greatest Impact Complete Survey Complete Survey Press Release

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.

Types(s): Consumer Poll
Topic(s): Money Management,Goal Setting
Year: 2017

New Year 2017 Survey Summary Summary FindingsNew Year 2017 Survey Complete Complete Survey1 in 3 Say Financial Life is Worse Than They Expect it to Be Press Release

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.

Types(s): Academic Research
Topic(s): Retirement,Young Adults
Year: 2017

Election Outcome Personal Finance Poll

Election Outcome Personal Finance Poll

by NEFE

A post-election poll of more than 1,000 U.S. adults finds just 27 percent feel their individual/family personal finance situation will be better off under President-Elect Donald Trump.

Types(s): Consumer Poll
Topic(s): Money Management
Year: 2016

Election Outcome Finance Poll Complete SurveyPress Release Press Release

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.

Types(s): Academic Research
Topic(s): Cognitive Capabilities
Year: 2016

Financial Health of Millennial-Age Parents

Financial Health of Millennial-Age Parents

by NEFE

Parents Magazine and National Endowment of Financial Education join forces to investigate the financial health of millennial-age parents and find they are suffering severe financial strain.

Types(s): Consumer Poll
Topic(s): Young Adults,Family and Money
Year: 2016

Financial Health of Millennial-Age Parents Summary Findings Summary FindingsFinancial Health of Millennial-Age Parents Complete Survey Complete SurveyFinancial Health of Millennial-Age Parents Demo Results Report

Financial Capability Among Young Adults

Financial Capability Among Young Adults

by George Washington University

This study analyzes financial capability among young adults using the National Financial Capability Study.

Types(s): Academic Research
Topic(s): Young Adults
Year: 2016

2015 Evaluation Forum

2015 Evaluation Forum

by NEFE

In September 2015, NEFE hosted an Evaluation Forum to discuss how to improve evaluation in financial education.

Types(s): Events
Topic(s): Education
Year: 2016

The Significance of Gender for Savings and Retirement

The Significance of Gender for Savings and Retirement

by University of Notre Dame

Ethnographic study to illuminate how gender affects savings and retirement in diverse populations.

Types(s): Academic Research
Topic(s): Retirement,Latinos
Year: 2015

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