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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
With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher
Type of Resource: Article Brief
Tags: Job Training, Financial Counseling, Financial Empowerment    
Date: 4/21/2014
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 is a comprehensive brochure describing how credit union member accounts are insured by the National Credit Union Administration (NCUA), an agency of the federal government. The brochure describes the variety of insured accounts, and includes examples of insurance protection for various size More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013
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
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
If you have participated in a traditional pension plan, a 401(k), or other employment-based retirement plan, you will want to know how to file a claim for your benefits. This website outlines some of your plan's obligations and briefly explains the procedures and timelines. This website is More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
This website describes Direct Express, which is a process for receiving federal benefits through a special prepaid debit card. Getting in shape financially is vital to a person’s overall well-being. For senior citizens, people with disabilities and others who receive federal benefits including More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012