Narrow Your Results
Search
Life Event
 
MyMoney Five
 
Other Topics
 
Type
 
Audience
 
Free Tags
 
1-10 of 11 results
Sort by: 
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
Worksheet to help consumers track spending, curb impulse buys, prepare for special occasions, and reduce uncertainty about their financial situation. More information...
Audience: Individual Teacher
Type of Resource: Budgeting Worksheets
Tags: Spending, Plan, Worksheet, Budget, Track
Date: 4/5/2017
Research paper on findings regarding consumer spending and financial management. Partner paper to worksheet and "Managing Spending: Ideas for Financial Educators" released by the Consumer Finance Protection Bureau (CFPB). More information...
Audience: Researcher Teacher
Type of Resource: Consumer report Report
Tags: consumer spending, managing money
Date: 4/5/2017
USDA's annual report on Expenditures on Children by Families, also known as "Cost of Raising a Child," provides estimates for the cost of food, housing, childcare, education and other child-rearing expenses for children from birth to age 18. Many state governments use this annual report, first More information...
Audience: Individual
Type of Resource: Report
Tags: children, housing, transportation costs, food, childcare, healthcare, child-rearing, families
Date: 1/10/2017
With USDA's "Cost of Raising a Child" Calculator, you can estimate how much it will annually cost to raise a child. This may help you plan better for overall expenses including food, or to purchase adequate life insurance. The amount of money you spend depends on how many children you have, the More information...
Audience: Individual
Type of Resource: Calculator
Tags: calculator, tools, children, housing, transportation costs, food, childcare, healthcare, child-rearing, families
Date: 1/10/2017
If you are starting a new job, this publication provides tips to help you save for your long-term goals in addition to your short-term goals. If you start saving now, the money will have years to grow and you'll have a better chance of being able to do all the things you want to do in the future. More information...
Audience: Individual
Type of Resource: Brochure
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, college seniors, new entrants
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 Teacher
Type of Resource: Article
Tags: Pilot Program, Financial Access, New York City
Date: 4/21/2014
Many workers don't realize how important it is to get an early start on saving for retirement. This Department of Labor Employee Benefits Security Administration video provides information for workers about the importance of saving for retirement and how to get started. The video also has links to More information...
Audience: Individual
Type of Resource: Video 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