Money Issues Links
The Rising Age Gap in Economic Well-Being; The Old Prospect Relative to the Young
Older adults have made dramatic gains relative to younger adults in their economic well-being during the past quarter century, according to a new Pew Research Center analysis. The current gap is unprecedented in the 25 years that the Census Bureau has been collecting wealth data. more »
A Daunting Topic by Elizabeth Duke: How to Improve Consumers' Financial Education
"If our schools can't spare the resources to provide financial literacy as a subject unto itself, I believe that the concepts required for sound financial decisionmaking should ... be incorporated into existing subject areas. Math problems can involve consumer financial calculations. Social studies classes can help students understand the real world financial issues and decisions they will face as young adults" more »
Women and Retirement Risk
Forty-six percent of retired women are more likely to expect to pay for assistance than retired men (34 percent), during the less active, somewhat limited stage of retirement. Additionally, 70 percent of retired women are more likely to rely on family or community services for help than retired men, during the least active stage of retirement more »
Managing Financial Goals: Study on Investment Advisers and Broker-Dealers
"the standard of conduct for all brokers, dealers, and investment advisers, when providing personalized investment advice about securities to retail customers ... shall be to act in the best interest of the customer without regard to the financial or other interest of the broker, dealer, or investment adviser providing the advice" more »