Browsing by Author "Marx, Andrew"

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A Database of Financial Wellness Webpages in Higher Education
(Higher Education Financial Wellness Alliance (HEFWA), 2024-10) Taylor, Z.W.; Simonds, Richard; Marx, Andrew; Smith, Mallorie; Nixon, Dez; Ray, Sara; Miller, Amanda; Enlow, Justin; Glass, Sophie; Smith, Becky; Wheeler, Brandan; Colby, Helen; Cerebe, Tim; Hughes, Steven; Becker, Jenny; Blakeney, Aly; Kayser, Tristia
This is a .csv database for financial wellness webpages in U.S. higher education.
Bridging Research & Praxis: Applying HEFWA Research to Strengthen Programs
(Higher Education Financial Wellness Alliance (HEFWA), 2025-04) Taylor, ZW; Ray, Sara; Nixon, Dez; Simonds, Richard; Becker, Jenny; Hughes, Steven; Blakeney, Aly; Marx, Andrew
The presentation "Bridging Research to Praxis: Applying HEFWA Research to Strengthen Programs" by the HEFWA Research Committee outlines significant research efforts and findings aimed at enhancing financial wellness programs in higher education. Since 2020, the committee has conducted multiple surveys, qualitative studies, and analyses of institutional websites and chatbots. Key research initiatives include: HEFWA Survey of Financial Wellness Programs: Conducted three times, these surveys provide insights into programming, student engagement, staffing, and budget allocations across various institutions. Qualitative Study of Peer Financial Mentors: This study explores the recruitment, training, and experiences of peer financial mentors, highlighting the importance of soft skills, listening, and support from supervisors. Analysis of Financial Wellness Websites: Examining over 4,399 institutional websites, the study identifies the prevalence, naming conventions, and resource limitations of financial wellness webpages. Human-Computer Interaction Study on Chatbots: Investigating 177 chatbots, the study assesses their effectiveness in providing financial wellness counseling, revealing significant gaps and areas for improvement. The presentation emphasizes the practical application of these research findings to improve financial wellness programs. Recommendations include enhancing website content and structure, optimizing chatbot functionality, and adopting models like the Gradual Release of Responsibility (GRR) for peer mentor development. The ultimate goal is to provide clear, accessible, and effective financial wellness resources to students, thereby bridging the gap between research and practice in higher education.
Financial Wellness Education Software: What is Higher Education Including on Their Websites for College Students?
(Higher Education Financial Wellness Alliance (HEFWA), 2025-02-04) Taylor, ZW; Ray, Sara; Glass, Sophie; Marx, Andrew; Simonds, Richard; Mesa, Joseph; Nixon, Dez; Becker, Jenny; Smith, Mallorie; Blakeney, Aly; Cerebe, Tim; Miller, Amanda; Enlow, Justin; Hughes, Steven; Colby, Helen; Kayser, Tristia; Smith, Becky; Wheeler, Brandan
In recent years, both technology and financial wellness programming have significantly transformed the landscape of higher education in the United States. As financial wellness becomes an increasingly prominent student service, many colleges and universities choose to provide financial education software to the students they serve. This software may be the only financial education service offered by the institution, but in many cases, it helps expand or supplement services offered by financial wellness offices and programs.
Financial Wellness Websites in Higher Education
(Higher Education Financial Wellness Alliance (HEFWA), 2024) Taylor, ZW; Ray, Sara; Marx, Andrew; Smith, Mallorie; Glass, Sophie; Blakeney, Aly; Colby, Helen
This database is a list of financial wellness websites in United States higher education as of July 13, 2024. Included in the database is IPEDS unit ID, institution name, URL, and institutional sector.
Financial Wellness Websites in Higher Education: Who, What, and Where?
(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Ray, Sara; Marx, Andrew; Glass, Sophie; Taylor, Z.W.; Smith, Mallorie; Blakeney, Aly; Colby, Helen
This presentation provides an overview of over 900 websites/pages of financial wellness and/or literacy resources on higher education (.edu) websites. Implications for best practices and HEFWA recommendations are addressed.
Literacy, Wellness, and Everything Else: How Are Financial Wellness Websites in Higher Education Named?
(Higher Education Financial Wellness Alliance (HEFWA), 2025-01) Taylor, ZW; Marx, Andrew; Nixon, Dez; Ray, Sara; Simonds, Richard; Mesa, Joseph; Smith, Mallorie; Miller, Amanda; Blakeney, Aly; Becker, Jenny; Glass, Sophie; Cerebe, Tim; Enlow, Justin; Hughes, Steven; Colby, Helen; Kayser, Tristia; Smith, Becky; Wheeler, Brandan
In recent years, both technology and financial wellness programming have significantly transformed the landscape of higher education in the United States. As financial wellness becomes an increasingly prominent student service, understanding how institutions name and frame these resources is crucial. Specifically, the distinction between terms like "financial literacy" and "financial wellness" can convey different messages to students about the focus and scope of these services. The choice of terminology can impact student engagement and perceptions of the resources offered, influencing whether they view these services as essential for long-term financial health or as basic, one-time educational interventions.
What Financial Wellness Resources Are Included In Financial Wellness Websites In Higher Education?
(Higher Education Financial Wellness Alliance (HEFWA), 2024-12-02) Taylor, ZW; Marx, Andrew; Ray, Sara; Simonds, Richard; Becker, Jenny; Mesa, Joseph; Smith, Mallorie; Miller, Amanda; Nixon, Dez; Blakeney, Aly; Glass, Sophie; Cerebe, Tim; Enlow, Justin; Hughes, Steven; Colby, Helen; Kayser, Tristia; Smith, Becky; Wheeler, Brandan
In the past two decades, both technology and financial wellness programming has changed the landscape of higher education in the United States. As financial wellness continues to grow as a student service in higher education (Taylor & Ray, 2023), it is critical to understand what financial wellness resources are being made available on institutional (.edu) websites. At the 2024 HEFWA Summit in Pittsburgh, PA, the HEFWA Research Committee first presented on financial wellness websites in higher education (Ray et al., 2024). In September 2024, the HEFWA Research Committee published its first brief on financial wellness websites in higher education (Taylor et al., 2024a), followed shortly thereafter by a webinar in November 2024 focused on financial wellness websites in higher education (Taylor et al., 2024b). This brief and webinar reported data on how many institutions published financial wellness content and resources on a webpage within their .edu institutional website, in addition to many examples and exemplars in the field. This brief focuses specifically on the resources included on financial wellness websites in higher education. It is important to note that the data contained in this brief does not report on programmatic information--this brief and the HEFWA Research Committee project on financial wellness websites in higher education focuses specifically on what financial wellness information is being published by institutions somewhere on their .edu website. As a result, just because an institution publishes a financial wellness resource (ex: an external link to an online budgeting tool or the FAFSA), it does not mean that institution has a fully-staffed financial wellness program.
WHERE IS FINANCIAL WELLNESS INFORMATION PUBLISHED WITHIN INSTITUTIONAL WEBSITES IN HIGHER EDUCATION?
(Higher Education Financial Wellness Alliance (HEFWA), 2024-09) Taylor, Z.W.; Simonds, Richard; Ray, Sara; Mesa, Joseph; Marx, Andrew; Smith, Mallorie; Nixon, Dez; Blakeney, Aly; Glass, Sophie; Cerebe, Tim; Enlow, Justin; Hughes, Steven; Miller, Amanda; Becker, Jenny; Colby, Helen; Kayser, Tristia
Although institutions of higher education in the United States have published websites since the late 1990s, little is known regarding whether institutions publish financial wellness-related content on their websites and specifically where this information resides. Many institutions of higher education have provided their students with access to resources intended to improve their financial wellness and address the financial illiteracy crisis, yet it can sometimes be challenging for students to find the information. These institutions often have several different websites, often under multiple departments, through which students must search for the resources they need. Analyzing the number and location of financial wellness information will ensure students are receiving the necessary information in a trust-worthy manner and help determine how information should be presented for the sake of accessibility. For example, many institutional webpages related to prospective student applications (ex:: https://admissions.indiana.edu/enroll/freshman/) reside within the institution’s broader admissions website (ex: https://admissions.indiana.edu/). However, no studies have explored where financial wellness content or webpages are published. As a result, to inform financial wellness practice in higher education, this brief reports on website data gathered from 948 institutional webpages (all .edu) to better understand where professionals are publishing financial wellness content on their institutional websites.
Workaround Wellness: Fostering Financial Well-being without Institutional Resources
(Higher Education Financial Wellness Alliance (HEFWA), 2024-07-15) Marx, Andrew
This case study explores workaround financial wellness approaches at schools without a financial wellness program. The session highlights an advisor’s strategies around organizational roadblocks to positively impact student financial well-being and the lessons learned from each.