Professionals working in communities often seek data that helps direct and define financial capability building strategies. But local level data on consumer and household economic trends is not widely available. This brief offers an overview of ten potential indicators as well as a few tools available online including those specifically for the state of Wisconsin. […]
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This Issue Brief highlights technology tools for promoting positive financial behaviors. Financial Education strategies using new technology and social media are discussed in the brief and during the lunchtime learning conversation on August 8. Issue Brief Using New Technologies and Social Media for Financial Education
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The purpose of this brief is to help educators, professionals, and counselors guide people in their community who are recovering from a financial setback. Issue Brief Getting Back on Your Feet: Approaching Personal Financial Recovery mp3 file* Lunchtime Learning May 2011 (May 9, 2011) *Listen now or download the audio file to an mp3 player […]
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February 28, UW Extension faculty discussed current financial issues and the impact on everyone’s financial health. The conversation covered coping with client financial stress and adding ourselves and colleagues to the financially and emotionally stressed population. J. Michael Collins, Peggy Olive, Meg Gores and Shelly Tidemann shared available resources and provided an open a forum […]
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The Federal Reserve Bank of Dallas has created Building Wealth: A Beginner’s Guide to Securing Your Financial Future. This tool helps people to develop a plan for building personal wealth. There is a free workbook (also available in Spanish) and an animated CD-ROM version. The document includes basic and more intermediate concepts related to retirement […]
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October 17-23 2010 is National Protect Your Identity Week Issue Brief ID Theft Brief Oct2010 mp3 file* Credit Fraud October 2010 *Listen now or download the audio file to an mp3 player for later listening by following the steps on this tip sheet: Adding Podcasts to iPods For an article on Credit Freeze’s or Alerts: […]
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Reverse mortgages offer homeowners an alternative to selling their home to generate income in retirement. A reverse mortgage allows a homeowner to convert a portion of home value into cash while allowing them to continue living in their homes. Presented April 2010 ———————– Additional Resource: Q and A from HUD mp3 File* Alternative Financial Products […]
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Many financial services are offered outside of federally-insured or regulated financial institutions. This Issue Brief and corresponding audio will provide an overview of what is available in the market today and why people may choose these alternatives. Presented April 2010 mp3 File* Alternative Financial Products This Lunchtime Learning audio also includes information on Reverse Mortgages. […]
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This paper provides an overview of income tax preparation as an opportunity for consumer financial education using illustrative data collected from programs located in New York City, Philadelphia, and Detroit during the 2009 tax filing season. The tax preparation process may represent a useful ‘teachable moment,’ based on examples from three community-based tax preparation programs. […]
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This Issue Brief defines the most basic financial concepts that adults need to have to be able to develop a financially secure household over the life course. Drawing on the literature and a focus on the one-third of US population who fail to complete traditional public education, this set of competencies deliberately focuses on the […]
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