Financial insecurity and inclusion is the focus of the CFSI EMERGE Financial Health Forum. The 2018 event inspired and informed, highlighting challenges, imperatives and solutions.
Author Archive | Dave Richardson, Partner
If you are like most people, you often are asked to support one cause or another. Too often, it seems. We live in a world and at a time when we are bombarded with policy, advocacy and philanthropic opportunities. The commercial and industrial world has its own challenges with clutter and competition. A difference with […]
In July the U.S. Treasury announced the cancellation of myRA (my Retirement Account), a starter-retirement-savings product they launched in 2015 to help people without access to employer-sponsored retirement plans. The Treasury developed this product, under the Savings Bond authority of the government, in recognition of the growing retirement-savings crisis in the United States. It built […]
If you’re an NPR listener you may have heard Kai Ryssdal on Marketplace talking about Americans’ financial anxiety. Marketplace has been conducting a periodic survey of Americans for the last year to gauge their level of financial anxiety. They’ve also related their findings to how people feel about the election. In NPR fashion, they invite their audience to […]
Initial findings from the 2016 Artemis Motivations Assessment Program™ (MAP) include the following on Americans’ health and financial wellbeing: Confidence about health far exceeds financial confidence Health and finance decisions both produce anxiety Most people strive for good health and financial wellbeing throughout their adult lives, the pair acting as two of life’s greatest motivators. […]
This is a continuation of notes from the Federal Reserve’s 2015 Economic Mobility conference, a gathering that brings together thinkers from around the country who are focused on understanding the forces impacting the economic health of Americans. This conference was built strongly around an assessment of how the American Dream concept has been challenged, and […]