Savings and wealth building

Barriers to wealth building and savings

Saving is the first step toward financial security and wealth building. Through our member community, we gather research and insights about how households build savings and where barriers exist. Our research explored how members think about retirement as a long-term financial health goal, how they define wealth, and the strategies they use to achieve it.

Key findings

Member spotlight: Tasha

Tasha retired earlier than expected and now navigates a smaller fixed income while planning not just for herself, but for her husband’s future as well.