NEFE Research

NEFE encourages better understanding of personal finance by identifying and promoting in-depth exploration of financial issues of concern to the public. We do this through research studies, conferences, symposia, think tanks, round-table discussions, and other activities that we sponsor.
Ongoing Research Projects

Ongoing Research Projects

by NEFE Grantees

NEFE provides research funding for exploratory projects on personal finance and financial behaviors. We currently have several projects in progress, including research on young adults, debt, and the diminished capacity of aging Americans. Please check this page for information and updates for ongoing projects.

Majority of Americans Resolve For Financial Well-Being in 2018

Majority of Americans Resolve For Financial Well-Being in 2018

by NEFE

The latest issue of an annual survey on consumer expectations from the National Endowment for Financial Education (NEFE) finds over two thirds of U.S. adults will set a financial New Year’s resolution for 2018, a consistent indication that many Americans continue to focus on their financial health as much as their physical health.

New Year 2018 Summary Summary FindingsNew Year 2018 Complete Survey Complete SurveyMajority of Americans Resolve For Financial Well-Being in 2018 Press Release

Untangling the Determinants of Retirement Savings Balances

Untangling the Determinants of Retirement Savings Balances

by The New School

This study, funded by a grant from NEFE to The New School, determines how life events (such as unemployment spells, disability, marriage, and divorce) impact retirement savings and how these impacts differ by race, sex and income categories.

Where Financial Education Has the Greatest Impact

Where Financial Education Has the Greatest Impact

by NEFE and Right About Money

According to a new survey from NEFE in partnership with Right About Money, 74 percent of Americans believe financial instruction in K-12 schools gets the best results in building financial well-being.

Where Financial Education Has the Greatest Impact Summary Findings Summary FindingsWhere Financial Education Has the Greatest Impact Complete Survey Complete Survey Press Release

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