Why are Americans not as financially healthy as they could be? What are the specific pain points and how might philanthropy intervene?

On Thursday, March 28, at 1 p.m. ET, we met for the AFN’s, spring, Ask the Author briefing for new insights from the U.S. Financial Health Pulse, a groundbreaking research initiative designed to shed light on the financial lives of Americans and spark ideas on how to increase financial well-being over time.

We heard from Thea Garon, the Pulse’s primary author and resident expert at the Center for Financial Services Innovation (CFSI), on how to inform our investment strategies related to economic security and prosperity. This information-packed briefing provided us with the following:

  • A snapshot of how households are currently managing their finances and common struggles;
  • Tools for tracking financial health over time; and
  • Actionable insights to improve financial health based on these new findings.

Through a combination of consumer surveys and transactional records, the Pulse provides regularly refreshed “checkups” on financial health in America and how it is changing over time. Learn how you can keep your finger on the Pulse to align your investment strategies toward increased financial health in the U.S.

The U.S. Financial Health Pulse is generously supported by the Omidyar Network, MetLife Foundation, and AARP.