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Money Smart for Older Adults (MSOA) is an instructor-led training developed jointly by FDIC and CFPB.  The module provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making. More information...
Audience: Individual Researcher Teacher
Type of Resource: Guide
Tags: Fraud, Scam, Elderly, Guide
Date: 3/25/2014
Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud. We are releasing four
Audience: Individual Researcher Teacher
Type of Resource: Article Guide
Tags: Elderly, Caregiver, Finances 
Date: 3/25/2014
High-level examination of financial capability in the U.S. Military More information...
Audience: Researcher Teacher
Type of Resource: Report
Tags: Spending, earning, saving, borrowing, mortgage, credit, non-bank borrowing, banking, payment methods, financial fragility, debt, financial education, student loans, medical debt
Date: 12/1/2013
High-level examination of financial capability in the U.S. Military More information...
Audience: Researcher Teacher
Type of Resource: Report
Tags: Spending, earning, saving, borrowing, mortgage, credit, non-bank borrowing, banking, payment methods, financial fragility, debt, financial education, student loans, medical debt
Date: 12/1/2013
The National Financial Capability Study survey was administered to over 2,000 panelists on RAND’s American Life Panel More information...
Audience: Researcher
Tags: Spending, earning, saving, borrowing, mortgage, credit, non-bank borrowing, banking, payment methods, financial fragility, debt, financial education, student loans, medical debt
Date: 9/1/2013
This webpage features a collection of success stories on the implementation of the Money Smart financial education program, including potentially promising or model approaches. More information...
Audience: Researcher
Type of Resource: Website
Date: 7/23/2013
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
High-level examination of financial capability in America More information...
Audience: Researcher Teacher
Type of Resource: Survey Data
Tags: Spending, earning, saving, borrowing, mortgage, credit, non-bank borrowing, banking, payment methods, financial fragility, debt, financial education, student loans, medical debt
Date: 5/1/2013
Economic studies on households’ financial asset ownership and allocation have discussed the relationship between asset holdings and socioeconomic variables. The current research on asset ownership has been conducted with data from the country of China utilizing a random sample of 2080 Chinese More information...
Audience: Researcher
Type of Resource: Working paper
Tags: China
Date: 3/4/2013
Over the last several decades, there has been a well-documented trend away from defined benefit plans toward defined contribution plans, in which an employee's retirement income depends on contributions to the plan along with the investment earnings on those contributions. Current workers More information...
Audience: Researcher
Type of Resource: Peer-reviewed Journal
Tags: financial literacy, psychosocial factors, financial competency, retirement security
Date: 3/1/2013