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Asset allocation involves dividing an investment portfolio among different asset categories, such as stocks, bonds, and cash. Some financial experts believe that determining your asset allocation is the most important decision that you’ll make with respect to your investments – that it’s even more More information...
Audience: Individual
Type of Resource: Article Website
Date: 4/5/2013
Knowing how to secure your financial well-being is one of the most important things you’ll ever need in life. This brochure covers the basics of saving and investing and includes key tips on making money grow over time. Sections include: (i) Define Your Goals, (ii) Make a Financial Plan, More information...
Audience: Individual
Type of Resource: Article Website
Date: 4/5/2013
Variable annuities have become a part of the retirement and investment plans of many Americans. This brochure is a general description of variable annuities – what they are, how they work, and the charges you will pay. The brochure also includes detailed information on death benefits, surrender More information...
Audience: Individual
Type of Resource: Article Brochure Website
Date: 4/5/2013
This article provides an overview of the literature on best practices for retirement savings plan design and financial education in the workplace. Without a successful plan design, financial education will not be effective and even a well-structured plan can fail to achieve retirement savings More information...
Audience: Individual
Type of Resource: Article
Tags: financial education, retirement savings plan, saving, enrollment, investment, matching, distributions, formal advisor, informal advisor
Date: 4/5/2013
In a small a financial education pilot at Oh Day Aki Charter School in Minneapolis involving one teacher and about 100 middle and high school students, results suggest that that standard financial education materials can be adapted to benefit Native students in an urban setting, despite More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Financial literacy, Financial education
Date: 3/4/2013
About 10 million American households do not use any aspect of the banking system. A large body of research provides evidence that limited involvement in the mainstream financial sector is most common among low- and moderate-income (LMI) households. Although their income may be relatively low, More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: IDA
Date: 3/4/2013
This article provides a brief overview of the field of financial education and explores some of the challenges and potential solutions. The author describes developments in the contemporary financial education movement since the 1990s and the background economic changes that stimulated its More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Financial literacy, Financial education
Date: 3/7/2013
This article provides a plain-language description of behavioral economics and the role of common biases in financial decisionmaking, and reviews ways in which the findings of behavioral economics can help structure financial education and public policy. More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Behavioral Economics, Financial literacy, Financial education
Date: 3/7/2013
This article discusses the results of and lessons learnt from the Financial Opportunities Project (FOP), a comprehensive effort by the Center for Economic Progress identify, implement, and disseminate strategies for integrating financial services and asset-building opportunities with More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Tax preparation, Asset Building Service Delivery System, ABSDS, Volunteer Income Tax Assistance, VITA
Date: 3/7/2013
This article provides an overview of bank-based financial education. The role of banks more generally is reviewed, and examples of Marshall and Isley (M&I) Bank's Consumer Education (CE) program are discussed. Evaluation methods used by M&I are described. Key factors for success include clearly More information...
Audience: Individual Researcher Teacher Youth
Type of Resource: Article
Tags: Financial literacy, Financial education
Date: 3/7/2013