The SaveUSA Playbook: A Tax Time Approach to Short-Term Savings
Piloted at select free tax preparation sites in four cities, SaveUSA is a simple tax time matched savings program — tax filers who deposited part of their refund into a...
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The Professionalizing Field of Financial Counseling and Coaching
...have been demonstrating that free, one-on-one financial counseling and coaching services can be delivered at scale, through trained professionals, with measurable client outcomes. There’s a building consensus that the key...