In the spring of 2012, CFS worked with Higher Heights Consulting to interview 11 financial coaches across the US. The interviews were designed to cover emerging practices and document ongoing challenges for the financial coaching field. By asking standardized questions across organizations that run similar financial coaching programs, we hoped to gain greater insight into … Continue reading In-depth Financial Coaching Interviews – Final Report
Publications
Webinar: Financial and Future Planning for Siblings with Special Needs and Disabilities
This report, by Katherine Anne Dahlem of Abt Associates, describes the findings from two focus groups and other research on how families address financial and future planning for adult family members with special needs or disabilities. The findings were also presented at a webinar. Download Brief Findings focus on families’ experiences with future and financial planning … Continue reading Webinar: Financial and Future Planning for Siblings with Special Needs and Disabilities
Measuring Financial Literacy and Welfare Through the Lens of a LIfecycle Model
In this paper, John Karl Scholz and Ananth Seshadri focus on a behavioral norm that leads to financial security, specifically, saving enough during working years to maintain pre-retirement living standards during retirement. We use an augmented lifecycle model to predict optimal wealth accumulation levels for a variety of populations. Download Brief The authors then use data … Continue reading Measuring Financial Literacy and Welfare Through the Lens of a LIfecycle Model
University of Wisconsin-Madison Center for Financial Security 