The Asset Funders Network (AFN) developed this primer to inform community-based strategies that can help economically-vulnerable families to better manage financial setbacks, shortfalls, and shocks. The goal of this brief is to provide a common understanding and language for funders and financial...

Young adults of color, particularly those who are Black and Latinx, have borne a disproportionate share of economic hardship, as decades of systemic racism have made their communities more vulnerable to the effects of these crises. This report shares new data on the financial lives of young adults,...

When women living on low incomes are able to access effective Financial Literacy Education (FLE) programs, they will be better positioned to fully participate in economic life, help build a stronger economy, and improve the quality of life for themselves, their families, and their...

This article examines how the self-reported health and mental health of people with long-term health conditions or disabilities has changed since the start of the COVID-19 pandemic explored by age, sex and type of reported difficulty. Additionally, the rates of health service disruptions are...

Building on the Asset Funders Network’s the Health and Wealth Connection: Investment Opportunities Across the Life Course brief, this paper details: What we know about the health-wealth connection for adults. Why investment in integration is important. How philanthropy can contribute to...

The Plan Institute Learning Centre presents workshops, webinars, publications and other resources for individuals and/or families of a person with a disability, support-care workers, and...

Even before the COVID-19 pandemic, many Canadians were having difficulty making ends meet, and the pandemic has further impacted the financial well-being of financially vulnerable Canadians.  In this webinar, we present research on how COVID-19 has impacted the financial security of Canadians...

SaverLife is an organization that seeks to advance savings programs, analytic insights, and policy initiatives through a network of employers, financial institutions, nonprofits and advocacy groups in the United States. This report provides insight into the financial challenges presented by their...

This report provides an overview of financial health and the policy responses around the world. Based on this, and the key questions of whether financial health measure more than income and if financial inclusion supports financial health, the report offers recommendations to policy makers on...

In this report, the JPMorgan Chase Institute uses administrative bank account data to measure income and spending volatility and the minimum levels of cash buffer families need to weather adverse income and spending shocks. Inconsistent or unpredictable swings in families’ income and expenses...

This report presents findings from the second annual U.S. Financial Health Pulse, which is designed to explore how the financial health of people in America is changing over time. The annual Pulse report scores survey respondents against eight indicators of financial health -- spending, bill...

This report provides a view into the state of financial well-being in America. It presents results from the National Financial Well-Being Survey, conducted in late 2016. The findings include the distribution of financial well-being scores for the overall adult population and for selected...

This report presents results from a joint research study between the Consumer Financial Protection Bureau (CFPB) and Credit Karma. The purpose of the study is to examine how consumers’ subjective financial well-being relates to objective measures of consumers’ financial health, specifically,...

The National Financial Well-Being Survey Report is the second report in a series from the Understanding the Pathways to Financial Well-Being project.  In order to measure and study the factors that support consumer financial well-being, in 2015, the Bureau of Consumer Financial Protection (the...

The COVID-19 crisis is a public health crisis and an economic crisis. The Economic and Fiscal Snapshot 2020 lays out the steps Canada is taking to stabilize the economy and protect the health and economic well-being of Canadians and businesses across the...

The Prosperity Now Scorecard is a comprehensive resource featuring data on family financial health and policy recommendations to help put all U.S. households on a path to prosperity. The Scorecard equips advocates, policymakers and practitioners with national, state, and local data to...

As the work environment has evolved and jobs look more different, it is important to understand the impact of these changes on income—predictability, variability, and frequency—and how this affects the opportunity for mobility. Because of the complexity of income volatility, there is a unique...

In light of COVID-19, the financial security of workers has never been more in question. The workplace is an important delivery channel for tailored financial products and services that can help meet employee’s immediate financial needs and build long-term financial stability. The workplace is a...

This report sheds light on the role employers and philanthropy can play in best promoting financial well-being for workers through the offering of Employee Financial Wellness Programs (EFWPs). Data suggests that EFWPs improve employees financial stability and help create a more productive work...

Despite the well-documented connection between health and wealth, investing in this intersection is still a new approach for many grantmakers. With the goal of inspiring increased philanthropic attention, exploration, and replication, this new spotlight elevates responsive philanthropic strategies...

While the physical health implications of the COVID‑19 pandemic are regularly publicly available, the mental health toll on Canadians is unknown. This article examines the self-perceived mental health of Canadians during the COVID‑19 pandemic and explores associations with various concerns...

Technology can play a key role in addressing some of the financial challenges that Canadians face on a day-to-day basis. Over the last five to ten years we have seen a growing number of companies, called fintechs, that primarily use technology to change and enhance the way we do banking or access...

In an effort to avoid the spread of COVID-19, Canadians are engaging in physical distancing to minimize their social contact with others. However, social support systems continue to play an important role during this time. In particular, seniors living in private households may depend on family,...

Findings from a web panel survey developed by Statistics Canada on how Canadians are coping with COVID-19. More than 4,600 people in the 10 provinces responded to this survey from March 29 to April 3. In addition to content on the concerns of Canadians and the precautions they took to reduce...

This brief emerged from a conversation, held in late March 2020, among a number of individuals and organizations who work on issues of household financial security. Employers with financial resources and governments have an opportunity to use the workplace as a significant channel to deliver...