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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 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
The case is often made that financial education leads to improved financial decisions. In this paper, we begin by assessing the need for financial education by reviewing national trends in savings, debt, and retirement funding as well as by reviewing the literature linking personal financial More information...
Audience: Researcher
Type of Resource: Working paper
Date: 3/27/2012
Using credit report records and data collected from several household surveys, we analyze changes in household debt and saving during the 2007 recession. We find that, while different segments of the population were affected in distinct ways, depending on whether they owned a home, whether they More information...
Audience: Researcher
Type of Resource: Report
Date: 3/28/2012
… and Level of Discretionary Retirement Savings 1 http … and Level of Discretionary Retirement Savings http://trpropubwfe21 … and Level of Discretionary Retirement Savings http://trpropubwfe21 … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 3/27/2012
In 2009, the Center for Retirement Research analyzed responses to the financial and economic downturn of workers approaching retirement. The CRR surveyed 1,317 workers age 45 to 59 between July and August 2009. The main results showed a significant rise in expected retirement ages, but little More information...
Audience: Researcher
Type of Resource: Brief
Date: 3/27/2012
In 1995, the Social Security Administration started sending out the annual Social Security Statement. It contains information about the worker’s estimated benefits at the ages 62, 65, and 70. I use this unique natural experiment to analyze the retirement and claiming decision-making. First, I find More information...
Audience: Researcher
Type of Resource: Working paper
Date: 3/27/2012
This article summarizes a Federal Reserve Board research study focusing on the effectiveness of a financial education program for military personnel. Soldiers attending the Army’s air defender advanced individualized training (AIT) at Ft. Bliss were offered a two-day financial education course More information...
Audience: Researcher
Type of Resource: Article
Date: 3/27/2012
Many 401(k) retirement plans allow participants to take loans from their accounts before they retire. However, if they have not paid them off before leaving their jobs, they must pay them in full immediately. Based on a large dataset from Vanguard, this study is the first of its kind to quantify More information...
Audience: Researcher
Type of Resource: Brief
Date: 3/26/2012