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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
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
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
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
Many workers aren't aware of the laws that protect their health benefits. This Department of Labor Employee Benefits Security Administration video provides information for workers about their health care rights. The video also has links to additional information to help workers take full More information...
Audience: Individual
Type of Resource: Video Website
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
Over the last several decades, there has been a well-documented trend away from defined benefit plans toward defined contribution plans, in which an employee's retirement income depends on contributions to the plan along with the investment earnings on those contributions. Current workers More information...
Audience: Researcher
Type of Resource: Peer-reviewed Journal
Tags: financial literacy, psychosocial factors, financial competency, retirement security
Date: 3/1/2013
Target date funds are often available through 401(k) plans. Some 401(k) plans use these funds as the default investment for plan participants who have not selected their investments under the plan. Both before and after investing in a target date fund, consider carefully whether the fund is right More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/22/2013
This special edition of the FDIC Consumer News is a guide for seniors and their families, topics include information pertaining entirely to seniors’ issues such as retirement strategies; how to avoid fraud; and annuity investing. Readers will find practical suggestions and reliable information More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012