This report explores the behaviors and outcomes related to savings and financial well-being of low- and moderate-income (LMI) tax filers in the United States. Findings from research conducted by Prosperity Now, the Social Policy Institute at Washington University in St. Louis and SaverLife...

This brief describes the data collected and lessons gleaned from the Financial Coaching Impact & Evaluation Fellowship, which took place over the course of 10 months in 2017. Ultimately, this brief argues that the Financial Well-Being Scale and the Financial Capability Scale are promising...

The findings of the 2016 Assets & Opportunity Scorecard presented here confirm the gravity of the challenges of growing financial insecurity and inequality. To build the opportunity economy we want and need, the status quo is no longer acceptable. Instead, we need to embrace policy...