Savings and wealth building

We explore what helps people save, build wealth, and prepare for the future, identifying the tools, strategies, and support that make long-term financial security more attainable.

How can more people build lasting financial security?

Saving is about more than putting money aside. It creates the stability to handle emergencies, invest in future goals, and build wealth over time. Yet for many households, rising costs and competing financial priorities make it difficult to save consistently or plan beyond today’s needs.

Our research explores what helps people make progress at every stage of their financial journey. By understanding the barriers people face and the strategies they use, we identify opportunities to make saving and wealth building more accessible.

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.