This report presents insights that can be helpful to researchers, practitioners, and funders undertaking or contemplating rigorous research into the effectiveness of different financial capability approaches. It summarizes the successful strategies and pitfalls of conducting rigorous evaluation of financial capability interventions, shared during a roundtable discussion with Urban Institute and CFPB staff, as well as evaluators, funders, and program staff.
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Agency Owner: Consumer Financial Protection Bureau
Document Type: Report
Information Source: Discussion
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Under the Commodity Exchange Act (CEA), the U.S. Commodity Futures Trading Commission (CFTC) is responsible for performing outreach activities "designed to help customers protect themselves from fraud and other violations of the CEA." As part of this effort, the CFTC developed and tested a series of messages targeting investors who are prime targets for investor fraud. Focus groups were conducted and an online survey was distributed to test the messages. Findings from both phases of this research will be used to develop messages, tone, and imagery for the CFTC's anti-fraud outreach efforts.
Agency Owner: Commodity Futures Trading Commission
Document Type: Report
Information Source: Survey data
Date:
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 program to test the effect of
pairing of financial access and an average of one to two hours of financial counseling on the financial capability of a population transitioning off of public benefits in New York City.
Agency Owner: Department of the Treasury
Document Type: Brief, Article
Information Source:
Date:
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 program to test the effect of
pairing of financial access and an average of one to two hours of financial counseling on the financial capability of a population transitioning off of public benefits in New York City
Agency Owner:
Document Type: Article
Information Source:
Date:
Money Smart for Older Adults (MSOA) is an instructor-led training developed jointly by FDIC and CFPB. The module provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making.
Agency Owner: Consumer Financial Protection Bureau
Document Type: Guide
Information Source:
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Get an overview of all Social Security programs and Medicare.
Agency Owner: Social Security Administration
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Information Source:
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Find out how working after beginning to receive retirement benefits can lead to increases or decreases in benefits.
Agency Owner:
Document Type: Report, Article
Information Source:
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Learn about Medicare hospital and medical insurance, who is covered, and how to apply.
Agency Owner: Social Security Administration
Document Type:
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MyRA (My Retirement Account) is a program offering a new retirement savings account for individuals looking for a simple, safe, and affordable way to start saving. Savers will be able to open an account with as a little as $25 and contribute $5 or more every payday. MyRAs balances will never go down, and there will be no fees. MyRAs will be initially offered through employers and will be backed by the full faith and credit of the United States.
Agency Owner: Department of the Treasury
Document Type: Article
Information Source:
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The National Financial Capability Study survey was administered to over 2,000 panelists on RAND’s American Life Panel
Agency Owner:
Document Type:
Information Source: Survey data
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