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If you’re in the market for a job, an investment, or a business to run in your off-hours or as an encore career, there are some mighty convincing promoters out there who promise high returns, low risk, and ‘golden’ opportunities just waiting for the right buyer. Take the time to ask the questions More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/25/2013
In theory, financial professionals are relatively distinct: A broker conducts transactions in securities on behalf of others; a dealer buys and sells securities for his or her own accounts; and an investment adviser provides advice to others regarding securities. Broker-dealers and investment More information...
Audience: Researcher
Type of Resource: Report
Tags: Regulation
Date: 3/4/2013
The Make Your Path (MY Path) initiative provides disadvantaged youth with peer-led financial capability trainings, a savings account at a mainstream financial institution and incentives to set and meet savings goals. The program focuses on youth earning their first paycheck—a critical “teachable More information...
Audience: Teacher Researcher
Type of Resource: Working paper
Tags: youth, underserved, underserved youth, peer learning
Date: 3/1/2013
This website presents, "Spotlight On," which features updates on programs and outreach efforts by several Money Smart Alliance Partners. It is organized by theme so that educators can learn how Money Smart Alliance Partners are integrating Money Smart into other related programs. Themes include More information...
Audience: Teacher
Type of Resource: Article Website
Date: 3/28/2012
The You Are Here website teaches kids how to be more savvy consumers. The site demonstrates the benefits of competition, the influence of advertising on buying decisions, and the rules and regulations that many business people need to follow. More information...
Audience: Teacher Youth
Type of Resource: Lesson Website
Date: 3/28/2012
This Department of Agriculture website provides information on an array of topics around Financial Security. It includes information on the work of land-grant university partners and Cooperative Extension, to help youth, economically-vulnerable individuals and families, and consumers making More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012
Simplified Employee Pension plans (SEPs) can provide a significant source of income at retirement by allowing employers to set aside money in retirement accounts for themselves and their employees. This publication highlights the advantages of SEPs and how to set up and operate this type of More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
This website provides information about retirement plans for small businesses. Starting a small business retirement savings plan can be easier than most business people think. What’s more, there are a number of retirement programs that provide tax advantages to both employers and employees. More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
The SCF is conducted every three years to provide detailed information on the finances of U.S. families (households). The study is sponsored by the Federal Reserve Board in cooperation with the Department of the Treasury and is widely used by the Federal Reserve, other branches of the U.S. More information...
Audience: Researcher
Type of Resource: Dataset
Date: 3/23/2012
Abstract: The project will develop, implement, and evaluate a pilot program to encourage the use of the Saver's Credit among clients of a large scale VITA site during the 2011 tax season. The pilot program will be developed by a coalition including Center for Economic Progress, Abt Associates, and More information...
Audience: Researcher
Type of Resource: Brief Working paper
Date: 10/1/2011