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This website provides information on using US Savings Bonds to save for retirement. Did you know that a person retiring at age 65 spends an average of 18 years in retirement? Experts estimate that you'll need 70-80% of your pre-retirement income—lower earners will need 90 percent or more—to More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
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
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
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
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
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
Many workers don't realize how important it is to get an early start on saving for retirement. This Department of Labor Employee Benefits Security Administration video provides information for workers about the importance of saving for retirement and how to get started. The video also has links to More information...
Audience: Individual
Type of Resource: Video Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
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
Money Smart for Older Adults (MSOA) is stand-alone instructor-led training module developed by Federal Deposit Insurance Corporation (FDIC) and the Consumer Financial Protection Bureau (CFPB) which provides awareness among older adults and caregivers on how to prevent elder financial exploitation More information...
Audience: Individual Teacher
Date: 8/1/2013
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. Administering a plan and managing its assets requires certain actions and specific responsibilities. To meet their responsibilities as plan sponsors, employers need to understand some basic More information...
Audience: Individual
Type of Resource: Website
Tags: owning a business, business
Date: 5/22/2013