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CFTC SmartCheck is a campaign of the U.S. Commodity Futures Trading Commission (CFTC). It connects investors to tools to check the registration, license, and disciplinary history of certain financial professionals. This collection of tools allows the responsible investor to confirm the credentials More information...
Audience: Individual
Type of Resource: Guidance Tools Website
Tags: Investor, Education, Investor Education, Investing, Investment,
Date: 11/25/2014
With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher
Type of Resource: Article Brief
Tags: Job Training, Financial Counseling, Financial Empowerment    
Date: 4/21/2014
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
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: 5/29/2013
Are your funds fully insured? This Electronic Share Insurance Calculator will help you determine the insurance coverage for your accounts held at federally insured credit unions. More information...
Audience: Individual
Type of Resource: Tools Calculator
Date: 4/5/2013
Concerned about insurance coverage for your accounts held at credit unions? This brochure describes how credit union member accounts are federally insured by the National Credit Union Administration (NCUA). More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013
This is a comprehensive brochure describing how credit union member accounts are insured by the National Credit Union Administration (NCUA), an agency of the federal government. The brochure describes the variety of insured accounts, and includes examples of insurance protection for various size More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013
Financial security is the ability to meet future needs while keeping pace with day-to-day obligations. Preparing for retirement and potential long-term care costs takes planning, saving, and debt control. This Cooperative Extension initiative seeks to help people improve personal finance behaviors More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
If you have participated in a traditional pension plan, a 401(k), or other employment-based retirement plan, you will want to know how to file a claim for your benefits. This website outlines some of your plan's obligations and briefly explains the procedures and timelines. This website is More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
Sign up for direct deposit for your Social Security benefits so you’ll receive your money even if you can’t get your mail. More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012