Below are a handful of recent publications I’ve led or advised on. Please reach out for more!
The Retirement Puzzle: Managing long-term vision amid short-term strain
Leveraging data from a survey of 1,400 SaverLife members, this report examines the financial complexity that characterizes how low- and moderate-income families juggle long term planning amid financial pressures. The report provides in-depth insights into retirement account access, savings approaches, and constraints, and suggests product design elements and policies — like the Saver’s Match — that might assist more people to be financially secure.
FinHealth Spend 2025
The FinHealth Spend Research estimates how much U.S. households pay each year for dozens of financial products and services, such as overdraft, credit cards, and auto loans. Since 2011, annual reports produced as part of the initiative have provided financial institutions, policymakers, and innovators with the analysis they need to help protect consumers while promoting opportunity and resilience.
Essential Benefits: A New North Star for Wage and Benefit Design
A first-of-its-kind study reveals which compensation elements are linked to improved worker financial health.
Welcome Home: Creating Pathways to Sustainable Homeownership with Behavioral Insights
Identifying opportunities to leverage behavioral design to ensure affordable and sustainable homeownership
Improving Debt Management Plan Success
An interactive, person-centered exploration of opportunities to enhance debt management plan design and execution