Narrow Your Results
Search
Life Event
 
MyMoney Five
 
Other Topics
 
Type
 
Audience
 
Free Tags
 
1-10 of 34 results
Sort by: 
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
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
To equip assisted living and nursing facility staff with the know-how to prevent and spot the warning signs of elder financial abuse, the Consumer Financial Protection Bureau released a guide to protecting residents from financial exploitation. More information...
Audience: Individual
Type of Resource: Guide
Tags: fraud, financial exploitation, consumer protection
Date: 7/8/2014
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
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
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
Learn how to prevent elder financial exploitation using the Money Smart for Older Adults – Prevent Financial Exploitation curriculum. Produced in partnership with the FDIC. More information...
Audience: Individual
Tags: Fraud, Scam, Elderly, Exploitation
Date: 3/25/2014
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