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This study analyzes the impact of the FDIC’s Money Smart financial education curriculum and training on the financial opinions and behaviors of course participants. The study collected data from 631 adult respondents who experienced some portion of the Money Smart program during 2004-2005 and also More information...
Audience: Researcher
Type of Resource: Survey Data
Tags: Financial literacy, Financial education
Date: 4/1/2007
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
This website provides a sample "Income and Expense Worksheet." Knowing what expenses are flexible and what expenses are fixed is the first step to successfully managing your personal finances. This worksheet will help you to decide where you can be flexible each month. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013
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
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 describes a simple, "Daily Spending Diary Worksheet" that you can use to track where your money is going. You are far more likely to save your money when you see how much small, miscellaneous purchases, such as coffee and soda, can add up. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013
This website describes a simple way to budget and save -- using a "Budget Box" with dividers for each day of the month and organizing bills and payments. More information...
Audience: Individual Teacher
Type of Resource: Tools Website
Date: 3/28/2012