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This publication has a lot of information to help individuals take charge of their retirement planning. Written for workers who are 10 to 15 years from retirement, it will help you calculate your income, savings and likely expenses in retirement to get a better idea of whether you are on track. The More information...
Audience: Individual
Type of Resource: Tools Worksheets Calculator
Date: 9/5/2013
The Retirement Toolkit is a handy tool that provides general guidance on key issues plus a list of publications, resources, and interactive tools to help workers understand important decisions related to employment-based plans, Social Security and Medicare. The toolkit was developed by the three More information...
Audience: Individual
Type of Resource: Tools
Tags: retirement benefits, employer plan, 401(k), individual retirement account, Medicare, Social Security
Date: 7/30/2013
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
There's never going to be a perfect time to start saving. The important thing is to start, and you don't need lots of cash to do so. Having a "rainy day" or emergency fund can protect you from having to use high-cost credit when you hit a rough patch. More information...
Audience: Individual
Date: 4/22/2013
This website provides a variety of information on personal finance via learning lessons, frequently asked questions, and an ask-an-expert feature. Featured topics include Investing for Your Future, Planning for a Secure Retirment, and Legally Secure Your Financial Future. It also features several More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012
This special edition of FDIC Consumer News features money tips for all ages. It puts special focus on financial matters At Midlife: Multi-Tasking In Your 30s, 40s or 50s Managing for today and saving for tomorrow, including a child's college expenses and your retirement. More information...
Audience: Individual
Type of Resource: Article Website
Date: 3/28/2012