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CFTC SmartCheck is a campaign of the U.S. Commodity Futures Trading Commission (CFTC). It connects investors to tools to check the registration, license, and disciplinary history of certain financial professionals. This collection of tools allows the responsible investor to confirm the credentials More information...
Audience: Individual
Type of Resource: Guidance Tools Website
Tags: Investor, Education, Investor Education, Investing, Investment,
Date: 11/25/2014
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
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: 6/5/2013
The official benefits website of the U.S. government informs citizens of benefits they may be eligible for and provides information on how to apply for assistance. Find more than 1,000 Federal and state benefits including housing, food/nutrition, education, grants/loans, disaster relief and More information...
Audience: Individual Teacher Youth
Type of Resource: Website
Date: 6/10/2013
Information on how to contact the Social Security Administration's Fraud Hotline by internet, U.S. mail, fax, or phone. More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
You can apply online for Social retirement or spouse's benefits or disability benefits. You can also check the status of your application, or request an appeal if benefits were denied. This site provides guidance and forms. More information...
Audience: Individual
Type of Resource: Website
Date: 3/27/2012
Sign up for direct deposit for your Social Security benefits so you’ll receive your money even if you can’t get your mail. More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012
This website provides information on using US Savings Bonds to save for retirement. Did you know that a person retiring at age 65 spends an average of 18 years in retirement? Experts estimate that you'll need 70-80% of your pre-retirement income—lower earners will need 90 percent or more—to 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
This website provides information and guidance for Medicare beneficiaries about Extra Help with prescription drug plan costs. The Extra Help is estimated to be worth about $4,000 per year. To qualify for the Extra Help, a person must be receiving Medicare, have limited resources and income, and More information...
Audience: Individual
Type of Resource: Website
Date: 3/28/2012