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
Working Papers
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
Increasing WDC Contributions by Working Women: What WDC Eligible Workers say about Participation and Contribution Decisions
This paper by Karen Holden and Sara Kock is the third report in our study of the influences affecting participation and contribution decisions of individuals eligible to participate in the Wisconsin Deferred Compensation (WDC) program. This analysis is intended to complement both the quantitative analysis in their 2012 report, based on administrative and survey data, and the focus group … Continue reading Increasing WDC Contributions by Working Women: What WDC Eligible Workers say about Participation and Contribution Decisions
University of Wisconsin-Madison Center for Financial Security 