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If you’re in the market for a job, an investment, or a business to run in your off-hours or as an encore career, there are some mighty convincing promoters out there who promise high returns, low risk, and ‘golden’ opportunities just waiting for the right buyer. Take the time to ask the questions More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/31/2017
IDA programs present opportunities for financial institutions to expand into underserved and emerging markets. This fact sheet discusses Individual Development Accounts (IDAs), the role they play in helping low-and-moderate income people build wealth and how financial institutions can support this More information...
Audience: Individual Teacher Researcher
Type of Resource: Fact Sheet
Tags: IDA, CRA
Date: 4/20/2017
This edition of Community Developments Investments highlights roles that banks can play through their participation in financial literacy initiatives. The articles describe the following four national initiatives that encourage banks and their community partners to help consumers use their More information...
Audience: Individual Researcher
Type of Resource: Report
Tags: Community-based, financial literacy, asset-building, CRA, banks
Date: 4/20/2017
Released by the Department of Health & Human Services’ (DHHS) Administration for Children and Families, the planning guide helps community-based organizations integrate financial capability services into existing programs. More information...
Audience: Individual
Date: 10/11/2016
Following a rigorous research effort to develop a consumer-driven definition of financial well-being, the CFPB developed and tested a set of questions–a “scale”–to measure financial well-being. The scale is designed to allow practitioners and researchers to accurately and consistently quantify, and More information...
Audience: Individual
Tags: Financial well-being measurement, financial education outcome measurement
Date: 7/26/2016
A SIMPLE (Savings Incentive Match Plan for Employees of Small Employers) IRA plan offers advantages to small businesses with 100 or fewer employees and provides a simplified way to contribute toward retirement. This publication highlights the advantages of a SIMPLE IRA plan and how to set up and More information...
Audience: Individual
Type of Resource: Brochure
Tags: SIMPLE-IRA, ERISA, tax qualification, small business, contributions, fiduciary, trustee
Date: 8/9/2013
Offering a retirement plan can be one of the most challenging, yet rewarding, decisions an employer can make. Administering a plan and managing its assets requires certain actions and specific responsibilities. To meet their responsibilities as plan sponsors, employers need to understand some basic More information...
Audience: Individual
Type of Resource: Website
Tags: owning a business, business
Date: 5/22/2013
401(k) plans can be a powerful tool in promoting financial security in retirement. This website highlights a 401(k) plan's advantages, some of the options and responsibilities of an employer in setting up and operating a 401(k), and the different types of 401(k) plans. More information...
Audience: Individual
Type of Resource: Website
Tags: owning a business, business
Date: 5/22/2013
Want to buy a business? Here’s how the Business Opportunity Rule can help you evaluate the opportunity — and the seller. More information...
Audience: Individual
Date: 3/29/2013
Thinking about an internet startup? The promise of big bucks and terrific working conditions can be tempting, but consider these factors before you hand over any money. More information...
Audience: Individual
Date: 3/29/2013