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Whether you are buying a house or refinancing your mortgage, this information can help you decide if an interest-only mortgage payment (an I-O mortgage)--or an adjustable-rate mortgage (ARM) with the option to make a minimum payment (a payment-option ARM)--is right for you. More information...
Audience: Individual
Type of Resource: Website
Date: 5/5/2016
Following a rigorous research effort to develop a consumer-driven definition of financial well-being, the CFPB developed and tested a set of questions–a “scale”–to measure financial well-being. The scale is designed to allow practitioners and researchers to accurately and consistently quantify, and More information...
Audience: Individual
Tags: Financial well-being measurement, financial education outcome measurement
Date: 3/9/2016
Building Financial Capability: A Planning Guide for Integrated Services is designed for community-based organizations interested in integrating financial capability services into existing programs (e.g. housing, job training, or Head Start). The interactive tools in the guide walk organizations More information...
Audience: Individual
Type of Resource: Guide
Tags: ​Financial Capability, Integration, Financial Education, Credit, Financial Coaching, Asset Building
Date: 7/22/2015
Explains how reverse mortgages (RMs) can help older homeowners who are “house-rich but cash-poor” remain in their homes and still meet their financial obligations. Explains how the three types of RMs work: single-purpose, federally-insured, and proprietary; and how to get a good deal, and where to More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/22/2013
Statistical supplement to the Current Population Survey that provides estimates and insights into the unbanked and underbanked populations of the United States. More information...
Audience: Individual
Type of Resource: Survey Data Report Website
Tags: Bank account ownership, checking account ownership, savings account ownership, automated deposits, consumer credit, alternative financial services, prepaid debit cards, mobile banking, banking methods, money orders, check cashing, remittances, rent-to-own transactions, payday loans, pawn shops, auto title loans, refund anticipation loans.
Date: 11/25/2014
Statistical supplement to the Current Population Survey that provides estimates and insights into the unbanked and underbanked populations of the United States. More information...
Audience: Individual
Type of Resource: Survey Data Report Website
Tags: Bank account ownership, checking account ownership, savings account ownership, automated deposits, consumer credit, alternative financial services, prepaid debit cards, mobile banking, banking methods, money orders, check cashing, remittances, rent-to-own transactions, payday loans, pawn shops, auto title loans, refund anticipation loans.
Date: 11/25/2014
A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers advantages to small businesses with 100 or fewer employees and provides a simplified way to contribute toward retirement. This publication highlights the advantages of a SIMPLE IRA plan and how to set up and More information...
Audience: Individual
Type of Resource: Brochure
Tags: SIMPLE-IRA, ERISA, tax qualification, small business, contributions, fiduciary, trustee
Date: 8/9/2013
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 6/5/2013
The official benefits website of the U.S. government informs citizens of benefits they may be eligible for and provides information on how to apply for assistance. Find more than 1,000 Federal and state benefits including housing, food/nutrition, education, grants/loans, disaster relief and More information...
Audience: Individual Teacher Youth
Type of Resource: Website
Date: 6/10/2013
Are you thinking about starting a business of your own? Congratulations! It’s a huge step, and you’ll need to be prepared. That’s where SBA comes in: Learn the aspects of starting a business, plus get the answers and information you need to startup. This website provides guidance, hints and tips. More information...
Audience: Individual
Type of Resource: Website
Tags: owning a business, business
Date: 5/22/2013