CFS receives funding for research on financially vulnerable

Building on the strengths of its affiliates and partners, the Center for Financial Security at the University of Wisconsin–Madison has been awarded a five-year cooperative agreement with the Social Security Administration’s Retirement and Disability Research Consortium.


“This award from SSA is a recognition of UW–Madison’s extensive research and outstanding scholars in the field of aging and disability,” says UW–Madison Chancellor Rebecca Blank. 

The multidisciplinary center, housed in the School of Human Ecology, received the award along with three other RDRC centers at Boston College, the National Bureau of Economic Research, and the University of Michigan.

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Reverse Mortgage Borrowing and Life Satisfaction of Older Adults: A Webinar Presentation of Findings and Implications

The Center for Financial Security held a webinar on November 14, 2018, which explored findings from a new study that examines the relationship of reverse mortgage borrowing with older adults’ satisfaction with their financial situation, housing, health, and daily life/leisure as well as with life as a whole. Cäzilia Loibl, researcher from The Ohio State University, discussed the study objectives, methodology, findings, and implications. Discussants from ESOP (Empowering and Strengthening Ohio’s People), a subsidiary of the Benjamin Rose Institute on Aging, shared their practitioner perspectives on the broader subject of older adult financial security, housing, and the issues that face older adult populations in reaching financial well-being and overall life well-being. 

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Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs

The Center for Financial Security and the Asset Funders Network (AFN) collaborated on a case-study investigation of employer-based financial coaching programs in the latest research: Supporting Employee Financial Stability: How Philanthropy Catalyzes Workplace Financial Coaching Programs. This brief shares innovative approaches employers believe increase recruitment and retention while impacting employee financial well-being.

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2019 Financial Coaching Census – Participate Today!

The practice of financial coaching has emerged as a rapidly growing field as an increasing  number of organizations integrate the coaching approach into their efforts to help people realize their financial goals. The 2019 Census will be the third Census survey conducted by the Center for Financial Security and the Asset Funders Network.  The Census provides information on the size and scope of financial coaching efforts across the U.S., along with challenges and opportunities for the field. This third round of the Financial Coaching Census will document important trends and will allow for a comparison of results from the last two rounds and see changes and growth that have occurred. Participate today!

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