2024 Forum Resources
Check back often for additional resources from the 2024 Emerging Issues Forum
Links
Access to Public Benefits and Community Resources
- Goodwill Industries of the Southern Piedmont, Benefit Cliffs Community Lab
- MDC, Integrated Service Delivery Model
- NC State University, More in My Basket (access to food assistance support programs)
- United Way of North Carolina, NC 211
Behavioral Science and Personal Finance
- Common Cents Lab, Duke University
Data on Financial Literacy
- Financial Literacy
- TIAA Institute and GFLEC, Financial well-being and literacy in a high-inflation environment, (2023).
- Household Financial Wellness
- ALICE Project (Asset Limited, Income Constrained, Employed)
- Consumer Financial Protection Bureau, Making Ends Meet in 2023, December 2023.
Employer Benefits/Employee Financial Wellness
- ADP, Your Complete Guide to the Secure 2.0 Act of 2022, 2023.
- Asset Funders Network, “When a Job is Not Enough: Employee Financial Wellness and the Role of Philanthropy,” 2019.
- Bank of America, “Insights: Employee Financial Wellness in America, (2022 Workplace Benefits Report)
- Bank of America, “The Transforming Workplace” (2023 Workplace Benefits Report)
- Benefit Cliffs Community Lab
- BlackRock, “Helping your employees navigate emergency savings through COVID-19,” 2020.
- Bureau of Labor Statistics, Employee Benefits in the United States – March 2023
- Financial Health Network, “Employer FinHealth Toolkit,” 2019.
- Financial Health Network, “Worker Financial Wellness Initiative.”
- Gallup, “Key Findings for State of the Global Workplace: 2023 Report,” 2023.
- JUST Capital, “Workers” 2024.
- MetLife, “How care can address employees’ growing financial crisis,” 2022.
- National Fund for Workforce Solutions, “Employee Financial Wellness Guide,” 2020.
- TrustPlus, “Discover TrustPlus,” 2024.
- Prudential, “Help your employees meet their holistic wellness needs,” 2024.
- PwC, “2023 Employee Financial Wellness Survey,” 2023.
- Social Policy Institute at Washington University in St. Louis, “Employee Financial Wellness Programs: Research Agenda,” 2017-2023.
- Working Credit, “Making Credit Building Work for Partners and Participants,” 2024.
Fintech/Promise and Perils of Technology
- Center for Responsible Lending, Buy Now, Pay Later: No Free Pass from Consumer Protection, April 2022.
- Center for Responsible Lending, State Policy Recommendations for Earned Wage Advances and Other Fintech Cash Advances, October, 2023.
- Center for Responsible Lending, Earned Wage Access: States Should Regulate as Credit, Protect Consumers, March 2023.
- Commonwealth, Actionable Insights for Inclusive Product Design Toolkit
- Commonwealth, Tech for Good Toolkit
- Commonwealth and Plaid, Closing the Fintech Inclusion Gap: How Fintech Can Build Solutions to Improve Financial Security, (June 2021)
Fintech Savings Products
- SaverLife‘s savings app – Free financial tech from a non-profit research and advocacy organization that focuses on improving the lives of people with low-to-moderate incomes. Includes access to a large library of financial education resources.
Gen Z and Investing
- FINRA Foundation and the CFA Institute, Gen Z and Investing: Social Media, Crypto, FOMO, and Family, (May 2023).
Personal Finance Education
General Educational Resources
- Bank of America, BetterMoneyHabits.com
- Council on Economic Education, EconEdLink
- Federal Reserve Bank of New York, Educational Comic Books
- Federal Reserve Bank, Federal Reserve Education
- Fidelity Investments, Emergency Savings
- Kiva.org
- NextGen Personal Finance
- SIFMA Foundation, The Stock Market Game
- NC Careers
Resources for Children (Grades K-5)
- Stuart Murphy, Lemonade for Sale
- Stuart Murphy, The Penny Pot
- Stuart Murphy, Mall Mania