Research and Insights
Our research
We conduct research about the financial lives of our members—combining data and stories to show what’s working, what’s not, and how to build a better financial future for all.
Featured Research
- Climate and resilience
More than a Burden: How High Energy Costs Threaten Household Stability
- Financial health and stability
- Savings
- Wealth building
The Retirement Puzzle: Managing long-term vision amid short-term strain
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Learning from tax time, building for financial health
Highlights from SaverLife’s Tax-Time Campaign As tax season comes to a close, we’re reflecting on the many ways SaverLife worked to support its members’ tax season journey. Tax season is pivotal for SaverLife members. Many often rely on their tax…Continue reading “Learning from tax time, building for financial health”
Why tax credits make a difference for families with less financial flexibility
A Lifeline for Families: How Tax Credits Ease Financial Strain Recently, the Federal Reserve released its annual report from the Survey of Household Economics and Decisionmaking (SHED) and the top-line takeaway is clear: the financial well-being of households is in…Continue reading “Why tax credits make a difference for families with less financial flexibility”
The Impact of the Enhanced Child Tax Credit on Lower Income Households
The Impact of the Enhanced Child Tax Credit on Lower Income Households The American Rescue Plan, one of the most significant policy responses to alleviate child poverty in decades, made fundamental changes in enhancing the Child Tax Credit (CTC). In…Continue reading “The Impact of the Enhanced Child Tax Credit on Lower Income Households”
The early promise of the Child Tax Credit
The Expanded Child Tax Credit is Increasing Family Savings As of this analysis, families have received only two Child Tax Credit payments, but we’re already beginning to see signs of the payments having an impact. August marks the first month…Continue reading “The early promise of the Child Tax Credit”
The Child Tax Credit is Keeping Families Afloat
Making it permanent could set families on a path to long-term economic mobility While families have received only two disbursements of the Child Tax Credit, SaverLife members are quickly finding the payments impactful in covering day-to-day expenses. While the summer…Continue reading “The Child Tax Credit is Keeping Families Afloat”
Missing Out on Crucial Child Tax Credit Relief: Who Is at Risk and Why
As of today, direct payments of the Child Tax Credit will reach millions of families across the country, marking a significant moment in our country’s history. Through automatic monthly payments, help is on the way for families with children who…Continue reading “Missing Out on Crucial Child Tax Credit Relief: Who Is at Risk and Why”
Work, school, and parenting are putting low-income parents in an impossible bind
The reality is grim, but solutions are on the table The situation for low-income parents of remote-schooled children is dire. These parents are earning less money and facing increased expenses while being forced to make impossible choices between work and…Continue reading “Work, school, and parenting are putting low-income parents in an impossible bind”
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