Rarely do policy and employee needs collide to create truly meaningful financial change. But the 2021 IRS Child Tax Credit (CTC) offers a once-in-a-lifetime chance to get savings right. In an unprecedented move, the United States Congress passed legislation to provide relief for all parents of children ages 0 to 17. For 39 million American […]
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Check out “Saving for Now, Later, and a Lifetime: A Summit on the Foundational Role of Liquid Savings”
Aspen Institute’s Financial Security Program hosted an insightful summit on June 16, 2021. Alongside Fiona Greig of JPMorgan Chase Institute, Jo Phillips of Nest Insight, and Katherine Lucas McKay of Aspen FSP, I participated as a panelist in the summit highlighting how policy, partners like employers, and product can unlock tremendous value for all. Below […]