Research Library and Insights

Understanding the bigger picture

Through the work we’ve done with support from JPMorganChase, we showcase how SaverLife combines technology and multiple forms of data to better understand common financial challenges our members face and respond with more personalized, timely, and effective support.

From intention to action: What it really takes to help people navigate debt

Understanding how people experience debt, what holds them back, and what actually helps them move forward.

Rethinking how we support people with debt

Through our Credit Conundrum initiative, we found that the barriers our members face are not just financial or informational. They are emotional, behavioral, and structural as well.

What we’re learning helps people take action on debt

Debt requires support that feels trustworthy, achievable, and realistic within the context of people’s everyday lives.

Reflecting on what members tell us: What we’re learning from people navigating debt every day

Debt is rarely the whole story. Members are showing us how competing priorities, unexpected expenses, and everyday tradeoffs shape what financial progress actually looks like.

Trump Accounts address a real need. So, why have only 12% of SaverLife parents signed up?

To many SaverLife members, wealth building is inextricably linked to securing a strong financial future for their children. So a key question is whether members who are parents see enough benefit in Trump Accounts.