When you work with people to help them achieve their financial goals—and their life goals—it helps to feel confident in your approach. These five principles can help guide you.
Millions of young adults will get their first job this summer. This is a great time to develop healthy financial habits than can help them use their money in ways that are important to them and help them plan for their futures.
More than 31 million people will reach retirement age in the next 20 years. Because most people keep their retirement savings in accounts they manage themselves, like IRAs and 401(k)s, they face a range of complex and important decisions.
We’ve recently updated the Your Money, Your Goals webpages. The updated pages provide new resources that make it simpler for staff and organizations to access our tools. Our toolkit, companion guides, and Behind on Bills booklet can all be downloaded or ordered for free.
The CFPB has identified a core set of five financial outcomes for financial empowerment and capability programs to provide common outcomes across a variety of different programs
Saving during tax time can help you be prepared for financial emergencies and begin to plan for the future.
If you’re trying to cut down your credit card debt, research shows it can help to keep a short guideline in mind.
If you’re claiming the Earned Income Tax Credit or Additional Child Tax Credit, due to a new law, you won’t receive your refund until after February 15, 2017.
Many new financial innovations rely on people
choosing to give a company access to their digital financial records held by
another company. If you’re using these kinds of services, we’d love to hear
from you. Make your voice heard.
The Office of Financial Empowerment is requesting Letters of Interest from organizations who wish to join the 2017 Your Money, Your Goals cohort.