Financial wellness: What is it? How do we make it happen?
Author: Andrea Hasler, Paul Yakoboski
Topic: Financial behaviour/decisions, Financial well-being
Publisher: TIAA Institute
Location: United States
Format: Report
Content Type: Research
Publication Date: August 17, 2020

Achieving financial wellness takes more than just financial resources. It also requires the ability to make good financial decisions and engage in sound money- management practices. To inform policies and programs that promote financial wellness—including those sponsored by employers—the TIAA Institute and the Global Financial Literacy Excellence Center held a roundtable discussion featuring a range of experts. This report presents the key findings and recommendations that emanated from the discussion. To learn more about the roundtable itself, visit TIAA Institute events page.

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