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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 paper presents an overview of consumer financial well-being in transitional China. It provides an up-to-date and overall description of the Chinese urban households’ assets, liabilities, income, and consumption patterns. The data employed were collected by a national survey conducted in 2008. More information...
Audience: Researcher
Type of Resource: Peer-reviewed
Tags: China
Date: 3/4/2013
This report was prepared to provide background on the “Bank On” model, a new approach for expanding access to safe, affordable financial services for unbanked households. The purpose of this report is to describe the landscape of Bank On programs, their origins, and their context within a broader More information...
Audience: Researcher
Type of Resource: Article Report
Tags: Low-cost accounts
Date: 3/7/2013
Not familiar with credit unions? At this site you will learn what a credit union is, what it has to offer, and how you may be able to join a credit union. More information...
Audience: Individual
Type of Resource: Websites
Date: 2/19/2013
Not sure if a credit union is a good fit? At this site, you will learn about a credit union's structure, operations, and benefits for members. More information...
Audience: Individual
Type of Resource: Websites
Date: 2/19/2013
This site offers a one-stop toolbox of educational information and personal finance tips designed to help individuals in making smart financial decisions and better choices for their money. Individuals can learn about saving, borrowing, and managing credit, as well as how to get a free credit More information...
Audience: Individual
Type of Resource: Website
Date: 2/19/2013
This site offers a one-stop toolbox of educational information and personal finance tips designed to help individuals in making smart financial decisions and better choices for their money. Individuals can learn about saving, borrowing, and managing credit, as well as how to get a free credit More information...
Audience: Individual
Type of Resource: Website
Date: 2/19/2013
Minority groups, particularly Hispanics and Blacks, are less likely to use formal financial advice compared to their White counterparts and have lower levels of financial literacy on average. This gap in literacy may have important implications for savings, investing, and retirement planning. To More information...
Audience: Researcher Teacher
Type of Resource: Article
Tags: financial education, minority populations, formal financial advice, savings, investing, financial literacy
Date: 12/1/2011
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: 9/1/2008