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A tax refund may be the single biggest check some consumers receive all year. The CFPB’s Ready? Set. Save! offers resources to help service providers learn more about tax-time saving options to better help those they serve. This includes training webinar and workbook, promotional materials, and More information...
Audience: Individual
Date: 10/12/2016
The SEC Office of Investor Education and Advocacy initiated a public service campaign in February 2016 focused on helping individuals protect themselves from investment fraud. The campaign reminds investors of the importance of checking the background and registration status of investment More information...
Audience: Individual
Date: 10/11/2016
The CFPB’s Managing Someone Else’s Money guides include four guides for four different fiduciary capacities: agents under power of attorney, court-appointed guardians, trustees, and government fiduciaries. Each guide contains information on fiduciary responsibilities and tips on how to spot More information...
Audience: Individual
Date: 10/11/2016
CFTC SmartCheckSM is an evidence-based social marketing campaign encouraging the older investors most commonly targeted by fraud to check the registration status and disciplinary histories of professionals selling positions in commodity-related products, investments, or securities. The initiative More information...
Audience: Individual
Date: 10/11/2016
Following a rigorous research effort to develop a consumer-driven definition of financial well-being, the CFPB developed and tested a set of questions–a “scale”–to measure financial well-being. The scale is designed to allow practitioners and researchers to accurately and consistently quantify, and More information...
Audience: Individual
Tags: Financial well-being measurement, financial education outcome measurement
Date: 7/26/2016
Following a rigorous research effort to develop a consumer-driven definition of financial well-being, the CFPB developed and tested a set of questions–a “scale”–to measure financial well-being. The scale is designed to allow practitioners and researchers to accurately and consistently quantify, and More information...
Audience: Individual
Tags: Financial well-being measurement, financial education outcome measurement
Date: 3/9/2016
… Financial Planning Planning Retirement savings Retirement Workplace Benefits 1 … Employment Planning for Retirement 401K Retirement Benefits … More information...
Audience: Individual Researcher
Type of Resource: Report
Tags: GAO, Workplace
Date: 7/22/2015
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 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