Financial Well-being

Research related to the topic of financial well-being. 

Financial Well-being Research

Putting Financial Well-Being for All into Practice
Lives in Transition / Mar 11 2022
Putting Financial Well-Being for All into Practice

This quick-start guide brings together resources and offers practical tips on how credit unions can garner the full benefit of incorporating a Financial Well-Being For All focus in their work.

Supporting Financial Well-being of Credit Union Members and Employees
Community Impact / May 04 2020
Supporting Financial Well-being of Credit Union Members and Employees

What Filene's research says about supporting financial needs and action steps for putting it into practice.

Community Social Impact: The Urgency of Now
Community Impact / Jan 18 2022
Community Social Impact: The Urgency of Now

With financial institutions and businesses committed to community social impact like never before, a sense of urgency to address society’s most difficult social issues has emerged.

Thinking Outside the Box on Health Care and Financial Well-Being
Lives in Transition / Nov 24 2021
Thinking Outside the Box on Health Care and Financial Well-Being

Physical, mental, and financial health and well-being are inextricably linked. Credit unions have an important role to play in...

Income Volatility and Health Care Needs - How Credit Unions Can Help
Lives in Transition / Nov 24 2021
Income Volatility and Health Care Needs - How Credit Unions Can Help

This report focuses on two specific aspects of economic trends: rising income volatility and health care needs, and the role of credit unions in reducing the negative impacts of income volatility.

An Economic Path to Safety: Credit Union Model of Support
Jan 28 2022
An Economic Path to Safety: Credit Union Model of Support

With the number of domestic violence incidents on the rise during COVID-19, a CUSO and a credit union teamed up...

Toward Justice-Involved Financial Services: The Financial Challenges of Reentry, Part 1
Lives in Transition / Dec 03 2020
Toward Justice-Involved Financial Services: The Financial Challenges of Reentry, Part 1

This research exposes the growing financial challenges affecting justice-involved citizens and provides guidance for credit unions wanting to take concrete...

Pathways to Financial Well-being
Community Impact / Feb 28 2020
Pathways to Financial Well-being

Qualitative Research Findings from the Reaching Minority Households Incubator Filene tracked the outcomes of three lending programs through the lives...

The Case for Workplace Financial Well-being: The View from Credit Unions
Talent / Jun 26 2019
The Case for Workplace Financial Well-being: The View from Credit Unions

Financial stress is undermining your employees’ job performance, leading to absenteeism, and negatively impacting cognitive ability, productivity, and physical health—all...

Domestic Violence Recovery (DVR) Loan Program - Year Three Report
Community Impact / Consumer Thinking / Jan 30 2019
Domestic Violence Recovery (DVR) Loan Program - Year Three Report

Survivors of domestic violence face unique financial challenges. This report provides an update on the Domestic Violence Recovery Loan program...

The Needs-Adaptive Member Journey
Consumer Thinking / Jan 08 2020
The Needs-Adaptive Member Journey

There is no one-size-fits-all map of a member's needs, goals or expectations. Instead of focusing on a "purchase," consider using...