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In this report, GAO's objectives were to determine: (1) what benefit payout options and accompanying information pension plans make available to participants at retirement, (2) what benefit payouts plan participants receive at retirement, and (3) the actions available to help retiring participants More information...
Audience: Researcher
Type of Resource: Report
Date: 3/27/2012
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
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 website provides a variety of information on personal finance via learning lessons, frequently asked questions, and an ask-an-expert feature. Featured topics include Investing for Your Future, Planning for a Secure Retirment, and Legally Secure Your Financial Future. It also features several More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012
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
Learn about Medicare hospital and medical insurance, who is covered, and how to apply. More information...
Audience: Individual
Tags: Retirement, Health Care, Healthcare, Insurance
Date: 3/25/2014
Get an overview of all Social Security programs and Medicare. More information...
Audience: Individual
Date: 3/25/2014
This paper analyzes new data from the 2009 National Financial Capability Study. This survey provides information to assess how American households make financial decisions, how they are faring under current economic conditions, and in what ways financial knowledge contributes to financial More information...
Audience: Researcher
Type of Resource: Working paper
Tags: Social Security
Date: 3/4/2013
Wi$eUp is a financial education project that provides information on achieving financial security targeted to Generations X and Y women. Topics in the Wi$eUp curriculum include setting financial goals, budgeting, money math, saving, credit, protecting your identity, insurance, investing, parenting More information...
Audience: Individual Teacher
Type of Resource: Curriculum Website
Date: 5/10/2012
This special edition of FDIC Consumer News features money tips for all ages. It puts special focus on financial matters At Midlife: Multi-Tasking In Your 30s, 40s or 50s Managing for today and saving for tomorrow, including a child's college expenses and your retirement. More information...
Audience: Individual
Type of Resource: Article Website
Date: 3/28/2012