Eight Ways to Measure Financial Health

Financial Education, BBVA EduFin

Abstract

This paper takes a closer look at the eight indicators Center for Financial Services Innovation (CFSI) have identified and ways that providers can help.

These indicators are: (1) Spend less than income (2) Pay bills on time and in full (3) Have sufficient living expenses in liquid savings (4) Have sufficient long-term savings or assets (5) Have a sustainable debt load (6) Have a prime credit score (7) Have appropriate insurance and (8) Plan ahead for expenses.

Full content of the publication

Tags

Financial Health

Authors

Sarah Parker

Director, Center for Financial Services Innovation (CFSI)

Nancy Castillo

Senior manager, Center for Financial Services Innovation (CFSI)

Thea Garon

Manager, Center for Financial Services Innovation (CFSI)

Rob Levy

Managing Director, Center for Financial Services Innovation (CFSI)

Additional Information

Date published

01/05/2016

Document Type

Working paper

Geographies

Global

Target

Private sector, public sector, regulators, academics

Pages

18

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