Financial Literacy Education for Children: A Review of Studies

This brief summarizes research about how children learn about personal financial topics, with an emphasis on in-school financial education.

Issue Brief

Financial Literacy Education for Children

mp3 file*

Financial Literacy Education for Children

(April 9, 2012)

*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

The University of Minnesota Extension has resources for students, parents and educators related to “youth and money” on their website that will be referenced during the conversation on April 9th.

Wells Fargo Bank also has a curriculum, that has been used by Cooperative Extension’s Youth Money Smart College, including a CD that can be requested.

Financial Capability and Domestic Violence

This brief begins with a broad overview of the economic challenges survivors of domestic violence face. It then highlights early research on enhancing survivors’ financial capability. The brief concludes with takeaways from leading researchers and practitioners as well as a list of curricula and other resources.

 

Issue Brief

Financial Capability and Domestic Violence

 

mp3 file*

Financial Capability and Domestic Violence Conversation
(Feb. 13, 2012)

*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

Matching Curricula to Core Competencies

How can an educator select Personal Financial Education curriculum from what is available?   This brief offers an example of one way to systematically compare educational materials based on the intended use.  As an example of how this process can work four sets of materials—all available online—were downloaded and analyzed using a matrix of core competencies.

The four curricula are: MoneySmart, MoneyWi$e, CreditSmart and YourMoneyCounts.

Issue Brief

Matching Curricula to Core Competencies

 

mp3 file*

Matching Curricula to Core Competencies
(Dec. 12, 2011)

*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

Economic and Demographic Trends to Guide Financial Education Planning

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.

Issue Brief

Demographics Issue Brief

mp3 file*

Demographics Conversation
(Oct 10, 2011)

*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

Technology and Social Media for Financial Education

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

Getting Back on Your Feet: Approaching Personal Financial Recovery

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 for later listening by following the steps on this tip sheet: Adding Podcasts to iPods

Behavioral Finance and Economics

People often fail to take advantage of appropriate financial products when they are offered, and very often struggle to put their financial know how to use.  This Issue Brief and Wisline Conversation will provide strategies for building financial capability in light of the barriers identified in the field of behavioral science.

Issue Brief

Insights from Behavioral Finance and Economics for Building Financial Capability

mp3 file*

Behavioral Finance
(April 2011)

*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

Feb. 28: Special Edition of Lunchtime Learning

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 for suggestions and questions. Numerous resources are posted below.

Topics included:

Managing Issues: at home, in the office, and in public

Know Your Limits: what should be referred out

Overview of Useful Tools

Working with Colleagues and the Public

Building Capacity to Respond



Advice in one pageCutting Back and Keeping Up(pdf)

Cutting Back and Keeping Up(word)

____________


Tri-fold Brochure

Cutting Back brochure

Cutting Back brochure (word)

____________

Press Releases

below

Resources as pdfs: Cutting Back and Keeping Up(8 pages)

Cómo reducir los gastos y estar al día con las cuentas cuando hay poco dinero(8 pages)

Dealing with a Drop in Income(8 pages)

Cómo manejar una reducción de los ingresos (8 pages)

_________________

Resources in word:
Cutting Back and Keeping Up (8 pages)

Cómo reducir los gastos y estar al día con las cuentas cuando hay poco dinero (8 pages)

Dealing with a Drop in Income (9 pages)

Cómo manejar una reducción de los ingresos (8 pages)

Links
Managing Your Personal Finances in Tough Times
_____________
Podcast

Tips for Keeping Track of Your Money in Tough Times

Customizable Press Releases

Getting by Between JobsTalking to Family UW-Extension Resource Helps Families Cope with a Drop in Income(short version)UW-Extension Resource Helping Families Cope with a Drop in Income(long version)

Retirement Rules of Thumb

With the aftermath of the Great Recession still wreaking havoc on many American’s financial position, many consumers and professionals are questioning just how much they need to save for retirement. This brief reviews a few common rules of thumb and suggests how consumers might take – or leave – the advice.

Presented
March 14, 2011

———————–

mp3 File*
Retirement Rules of Thumb, Lunchtime Learning

Issue Brief
Retirement Rules of Thumb

Additional Resource

Boomers Find 401(k) Plans Come Up Short – WSJ
(more evidence of how rules of thumb are used)

Debt Collection

With the economic downturn, more and more families are behind on their bills. While not a substitute for legal advice, this Issues Brief provides some background on common issues related to debt collection, judgments and garnishments. The terms and definitions discussed here can serve as a starting point for dialogue with clients about debt collection.  Participate in the Lunchtime Learning conversation on February 14, led by J. Michael Collins.

Note: One resource to consider if you find yourself dealing with issues related to debt and collections is a wonderful book by the National Consumer Law Center called “Surviving Debt.” As an example the book includes “16 Rules for Deciding What Debt to Pay First“.

Issue Brief

Debt Collection Brief

mp3 file*

Debt Collection (Feb 2011)

*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


Financial Education Lunchtime Learning Topic Brief is part of the UW Cooperative Extension For Your Information Network. Protected by Akismet. Blogging software based on WordPress.
© Board of Regents of the University of Wisconsin System | Terms of Use | Privacy Policy