"Millennials and Money: Financial Preparedness and Money Management Practices Before COVID-19," joint with Andrea Bolognesi and Andrea Hasler, TIAA Institute, 2020.
"Many Do Not Know What They Do and Do Not Know. The 2020 TIAA Institute-GFLEC Personal Finance Index," joint with Paul Yakoboski and Andrea Hasler, TIAA Institute, 2020.
“Financial Literacy in the United States and Its Link to Financial Wellness. The 2019 TIAA Institute-GFLEC Personal Finance Index,” joint with Paul Yakoboski and Andrea Hasler, TIAA Institute, 2019.
“Millennial Financial Literacy and Fintech Use: Who Knows What in the Digital Era. New Insights from the 2018 P-Fin Index,” joint with Paul Yakoboski and Andrea Hasler, TIAA Institute, 2018.
"The TIAA Institute-GFLEC Personal Finance Index: A New Measure of Financial Literacy,” joint with Noemi Oggero and Paul Yakoboski, TIAA Institute, March 2017.
“Americans’ Troubling Financial Capabilities: A Profile of Pre-retirees," joint with Carlo de Bassa Scheresberg, Public Policy and Aging Report, February 2016.
DOI: 10.1093/ppar/prv029 | Download PDF
“Hispanic Personal Finances: Financial Literacy and Decision-Making among College Educated Hispanics,” joint with Carlo de Bassa Scheresberg, and Paul Yakoboski, TIAACREF Institute, May 2015.
“Gen Y Personal Finances: A Crisis of Confidence and Capability,” joint with Carlo de Bassa Scheresberg, Filene Research Institute, May 2014.
“Working Women’s Financial Capability: An Analysis Across Family Statues and Career Stages," joint with Carlo de Bassa Scheresberg, and Paul Yakoboski, TIAA-CREF Institute, May 2014.
“Financial Education in School: Making it Work,” in APEC Guidebook on Financial and Economic Literacy in Basic Education. Asia-Pacific Economic Cooperation (APEC), 2014.
“College Educated Millennials: An Overview of their Personal Finances,” joint with Carlo de Bassa Scheresberg, and Paul Yakoboski, TIAA-CREF Institute, February 2014.
“Financial Literacy around the World: Evidence and Policy Implications,” Proceedings at the OECD/INFE/GFLEC Global Policy Research Symposium to Advance Financial Literacy, OECD, October 2013, pp. 6-12.
“The Financial Fragility of American Families," FINRA Investor Education Foundation, Insights, September 2013.
“Financial Literacy Around the World,” FINRA Investor Education Foundation, Insights, April 2013.
“How Employers Can Help New Hires Save for Retirement: Best Practices that Build Long Term Financial Security,” with Robert Clark, FINRA Investor Education Foundation, Insights, September 2012.
“Financial Literacy and Financial Decision-Making in Older Adults,” Generations, Summer 2012, pp. 25-32.
“Planning for Retirement: The Importance of Financial Literacy,” Public Policy and Aging Report, vol. 19, n. 3, pp. 7-13, Summer 2009.
DOI: 10.1093/ppar/19.3.7 | Download PDF
“The Importance of Financial Literacy,” NBER Reporter, 2009, Number 2.
“Financial Literacy: Evidence and Implications for Financial Education,” with Olivia S. Mitchell, Trends and Issues, TIAA-CREF Institute, 2009.
“New Ways to Make People Save. The Dartmouth Project,” with Punam Keller and Adam Keller, Trends and Issues, TIAA-CREF Institute, June 2008.
“How Much Do People Know About Economics and Finance? Financial Illiteracy and the Importance of Financial Education,” with Olivia S. Mitchell, MRRC Policy Brief. University of Michigan, March 2008.
“401(k) Pension Plans and Financial Advice: Should Companies Follow IBM’s Initiative?” Employee Benefit Plan Review, July 2007, vol. 62 (1), pp. 16-17.
“Pension Accounting and Personal Saving,” with Jonathan Skinner and Steven Venti, Just the Facts on Retirement Issues, 8, April 2003, Center for Retirement Research at Boston College.
“Increasing Saving among the Poor: The Role of Financial Literacy,” Poverty Research News, Northwestern/University of Chicago Joint Center for Poverty Research, January-February 2002, vol. 6(1).
“Saving for Retirement: The Importance of Planning,” TIAA-CREF Institute Issue Brief n. 66, December 2000.