Source: MISSISSIPPI STATE UNIV submitted to NRP
BEHAVIORAL ECONOMICS AND FINANCIAL DECISION-MAKING AND INFORMATION MANAGEMENT ACROSS THE LIFESPAN
Sponsoring Institution
National Institute of Food and Agriculture
Project Status
COMPLETE
Funding Source
Reporting Frequency
Annual
Accession No.
1010546
Grant No.
(N/A)
Cumulative Award Amt.
(N/A)
Proposal No.
(N/A)
Multistate No.
NC-_old2172
Project Start Date
Sep 1, 2016
Project End Date
Sep 30, 2018
Grant Year
(N/A)
Program Code
[(N/A)]- (N/A)
Recipient Organization
MISSISSIPPI STATE UNIV
(N/A)
MISSISSIPPI STATE,MS 39762
Performing Department
Human Sciences
Non Technical Summary
Finances can be a distinguishing factor in the overall quality of a romantic relationship (Olson & Olson, 2002). Financial issuesare often cited as a contributing factor in the level of distress experienced by couples (Stanley, Markman, & Whitton, 2002), andfinancial issues are related to longer lasting, more recurrent, and more negative conflict (Papp, Cummings, & Goeke-Morey,2009). With the ever increasing level of debt young adults are accumulating, often due to student loan debt (Project on StudentDebt, 2015), couples are potentially placing themselves at risk for marital problems and difficulties making future financial decisions. Debt has been referred to as an "anti-dowry,"as marriage may make one or both partners poorer (Carlson, 2005). Debt has also been associated with delayingmarriage (Carlson, 2005; Shellenbarger, 2012) and poorer marital quality (Dew, 2007, 2008). Compounding this problemof debt is that many couples are not discussing finances before marriage (American Express, 2010; National Foundation forCredit Counseling, 2012). Marrying into unknown debt or negative financial behaviors may create challenges that furtherdamage the stability of these relationships. Unfortunately, little research has examined finances and financial decision-making among young adult romanticrelationships. As such, the purpose of the current project is to explore how finances, specifically debt,influencecouples'decision to marry, how couples negotiate financial discussions before and early in marriage, and how finances influence couple interactions (e.g., conflict, communication, etc.). The objectives of the current project fit well within the framework outlined by theNC21721 Multi-State Project "Behavioral economics and financial decision-making and information management across the lifespan"by exploring the early stages of romantic relationship to provide a baseline for financial decision-making across the marital lifespan.
Animal Health Component
15%
Research Effort Categories
Basic
75%
Applied
15%
Developmental
10%
Classification

Knowledge Area (KA)Subject of Investigation (SOI)Field of Science (FOS)Percent
8026020307075%
6076010307025%
Goals / Objectives
Determine motivators that affect economic decision-making in specific decision situations (housing, student loans, and Social Security) across the life-span of households Determine barriers that affect economic decision-making in specific decision situations across the life-span of households Determine how motivators and barriers to economic decision-making can be presented in specific decision situations across the life-span of households Suggest strategies that can be used to improve consumer financial decision-making
Project Methods
The stated objectives of the Multi-State Project "Behavioral economics and financial decision-making and information management across the lifespan" (NC2172; Minton, Honadle, Hamilton, & Gutter, 2013) are as follows:Determine motivators that affect economic decision-making in specific decision situations (housing, student loans, and Social Security) across the life-span of householdsDetermine behaviors that affect economic decision-making in specific decision situations across the life-span of householdsDetermine how motivators and barriers to economic decision-making can be presented in specific decision situations across the life-span of householdsSuggest strategies that can be used to improve consumer financial decision-makingThe goal of this current project fits within these stated objectives by applying the economic decision-making process to young adult romantic relationships. Finances play an important role across the marital lifespan, yet little attention has been made to finances and the early stages of the romantic relationship, including the decision to marry and early marital adjustment period. Therefore, the objectives of the current project are to explore how finances influence young adult couples' decision to and timing for marriage, how couples discuss finances within their relationships, how they negotiate financial management styles, and how finances influence the overall marital interactions and quality of these couples. The first three research questions will be explored using both quantitative (e.g., surveys) and qualitative (e.g., semi-structured interviews) methods. The final question will be explored using quantitative methods.How does a couple's current financial state, specifically debt, influence the decision to marry and the timing of marriage?The current study will address this question by inviting young adult couples to discuss how they view finances in general and how they view finance's influence on their decision to marry and timing of marriage. Specifically, couples will be asked whether they hold some things to be prerequisites for a couple to marry (e.g., finish schooling, become settled in career, ability to purchase home, pay for wedding, etc.). Furthermore, couples will be asked how they view potential marriage partners in terms of finances. For example, "If the person you are considering marrying has debt, would you have doubts about whether you want to marry that person? Why or why not?" Another example, "Assume the person you are considering to marry has debt, would you marry that person despite the debt, require that person to pay off all debt before marriage, or help that person pay off this debt? Why did you choose this option...?"How do couples discuss finances before they marry and early in marriage?The current study will address this question by asking couples how often they discuss finances, the timing of these discussions (prior to engagement, after engagement, etc.) and the nature of these discussions (helpful, conflictual, etc.). Furthermore, couples will be asked to respond to common reasons why they (or other couples, in general) do not discuss finances (lack of knowledge, fear of fighting, fear of ending relationship, etc.). Finally, couples will be asked what will help them to feel more comfortable discussing finances with their romantic partners.How do couples negotiate financial management styles and financial roles before and early in marriage?To address this question, couples will be invited to review the different types of management styles identified by Pahl (2008). All couples will also be asked which style is their ideal style and why. Couples will be asked to discuss with one another pros and cons of each style, as well as what they think the transition will be towards that ideal style. For couples who are not married, they will be asked to identify which style they currently use in their relationship and why. For couples that are already married, they will be asked to identify which style they used before they married and the style they are currently using. They will be asked further to explore how they negotiated this style and what some problems/successes they experienced during this transition process.How do finances influence couple interactions?To address this question, quantitative data (surveys) will be used primarily to explore the couples' current financial state (income, debt, assets, etc.), level of economic hardship and financial distress (financial challenges / problems, financial constraints / concerns, etc.), marital processes (communication, conflict, aggression, etc.), and marital outcomes (relationship quality / satisfaction, etc.).MethodsMeasures. All participants will complete an anonymous survey that will measure demographic, financial, and relational information. Measures will include the following:Demographic: Basic demographic information will include age, gender, ethnicity, relationship status, cohabitation status, length of relationship, student/occupational status, and number of children.Financial:• Current Financial State: A measure of couple's current financial state (income, assets, consumer debts, and non-consumer debts.• Negative Financial Changes scale (Conger & Elder, 1994) identifies whether couples are experiencing any economic hardship (e.g., job loss).• Financial Adjustments scale (Conger & Elder, 1994) identifies how couples respond to economic hardship.• Financial Distress scale (Spilman & Burzette, 2006) identifies potential concerns and constraints experienced during economic hardship.• Money Habitudes II for Young Adults (Solomon, 2008) identifies dominant beliefs about money.• Financial Behaviors scale (Day et al., 2013) identifies financial behaviors (e.g., We reduced our personal debt, We spent more than we earned, etc.).• Financial Communication scale (Day et al., 2013) identifies how couples discuss finances.• Financial Management Styles (Pahl, 2008) identifies which style (e.g., joint, partial pool, etc.) is ideal and used currently.• Materialism scale (Carroll, 2004) identifies level of materialism.Relational:• Marital Readiness scale (Carroll et al., 2007) identifies readiness for marriage.• Couple Commitment Inventory (Stanley & Markman, 1992) identifies commitment and willingness to sacrifice.• Couple Communication (Busby et al., 2001) identifies communication used during conflict.• Couple Conflict Topics (Busby et al., 2001) identifies frequency of conflict in 8 areas.• Couple Relational Aggression (Nelson & Carroll, 2006) identfies how relationally aggressive behaviors (e.g., love withdrawal, talking about partner with others) are used.• Marriage Work with Spouse and Friend scale (Helms et al., 2003) identifies how relational issues are discussed with others.• Couple Instability (Busby et al., 2001) identifies the stability of relationships.• Quality Marriage Index (Norton, 1983) identifies overall satisfaction in relationships.Data Analysis. For qualitative data, semi-structured interviews will be conducted and transcribed, transcripts will reviewed using grounded theory to identify general themes, and themes will be analyzed using qualitative analytical software (e.g., NVivo, etc.).Quantitative data will use two types of analytical software: IBM SPSS Statistics 22 and MPLus 7.4 (Muthen & Muthen, 1998-2015). Analyses will include descriptive statistics, correlational analyses, factor analyses, tests of group and mean differences (t-tests), structural equation modeling, and path analyses.

Progress 09/01/16 to 09/30/18

Outputs
Target Audience:Young Adults (18-30), who are currently within a romantic relationship (e.g., dating, cohabiting, engaged, or married). Changes/Problems:The ending of the previous mult-state project came as a surprise to me. I was not aware of its end, until I received an email from our business manager that I needed to submit a new project. This issue was simply an oversight on my part, as I knew the multi-state project had been renewed, but I did not realize it would require a new project submission on my part. What opportunities for training and professional development has the project provided?Students within a graduate level course on intimate relationships were able to participate in the data collection process and to do basic data analysis as part of a class assignment. How have the results been disseminated to communities of interest?Because the data collected came from a pilot study, the results examined were confined to the class and students within that class. What do you plan to do during the next reporting period to accomplish the goals?My project will be revised to coincide with the continuation of the Multi-State Project.

Impacts
What was accomplished under these goals? The Multi-State Project covering this project expired and has been renewed with a continuation. As such, the current project was not able to progress enough to meet these major goals.

Publications


    Progress 10/01/16 to 09/30/17

    Outputs
    Target Audience:Young adults in romantic relationships, as well as researchers on the topic of how finances influences relationships and to educators, primarily those that provide relationship education. Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided? Nothing Reported How have the results been disseminated to communities of interest? Nothing Reported What do you plan to do during the next reporting period to accomplish the goals?The intended survey is currently longer than ideal. To help eliminate measures that are not as applicable as I currently think they are, I will be testing the survey items as part of a class project/assignment in the upcoming Spring semester. Students will help to clarify whether variables are pertinent to them in romantic relationships. Once student feedback has been provided, students will be asked to recruit 3-5 couples to "pilot" the survey as anonymous participants. Once data has been collected, students will submit a simple research question proposal and analyze the pertinent data using simple data analysis techniques. Students will then be able to present the "results" of this analysis at the end of the semester. Once the "pilot" study has been conducted within class, the full materials will be submitted to university IRB for full review. Once approval has been received, full scale data collection will begin hopefully later in 2018.

    Impacts
    What was accomplished under these goals? The current Multi-State Project NC2172 was set to expire in 2018. However, it has been renewed for an additional 5-year period, running through 2023. Because of the renewal process, I held off finalizing the survey and proposal and submitting the materials for IRB review. Now that the renewal has gone through, I will be submitting materials soon for IRB approval. I will be using a variety of measures and scales for the intended survey. For any measures that were not already publicly available, I have obtained permission to use those measures. Most permission has come via email, although several measures were obtained verbally. All usage of measures will be cited properly throughout the project.

    Publications


      Progress 09/01/16 to 09/30/16

      Outputs
      Target Audience: Nothing Reported Changes/Problems: Nothing Reported What opportunities for training and professional development has the project provided? Nothing Reported How have the results been disseminated to communities of interest? Nothing Reported What do you plan to do during the next reporting period to accomplish the goals?During this next report period, I am expecting to have IRB approval so that I can begin data collection efforts. The next step will be to recruit young adult couples to participate in the study. Once data collection has begun, I will be able to begin analysis of data and begin manuscript preparation.

      Impacts
      What was accomplished under these goals? NIFA approved my current project to begin September 1, 2016. Throughout the month of September, I have begun the process of compiling the necessary materials to submit for IRB review. Sepcifically, I will be exploring how debt influences the decision by young adults to marry, how young adults discuss finances within their romantic relationships, and how their current financial situation influences interactions with their significant other.

      Publications