Tag Archives: financial literacy

Introducing 11 Things to Know About Investing in 2011

Everyone wants financial security. But only those who act and are willing to make a few sacrifices now will likely achieve it. Over the next 11 days, the Roundtable will provide 11 tips to help you reach your financial goals by investing in 2011. Continue reading

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The Empathy Link

There’s little doubt that banks are trying hard to show their customers that they are more than numbers on an account and statistics on a spread sheet. Some, like Bank of America, have been doing this for a long time. In fact, BofA’s “Keep the Change” program, which began in 2005, has been a model for how a financial institution can serve its customers in innovative ways they’ll feel as well as understand and, therefore, truly appreciate. Others, like SunTrust’s new campaign where the bank is responding personally to the particular life needs of those who bank with it, have been evolving along with the relationship between financial institutions and their retail customers. Continue reading

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Financial Services Industry helps 3.6 million consumers in 56,582 Community Service Projects

Over 56,000 projects. More than 100,000 volunteers. Over 3.6 million people served. That is what the member institutions of the Financial Services Roundtable reported in Community Service for the 3rd quarter of 2010. Continue reading

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President’s Advisory Council on Financial Capability Convenes First Meeting

The President’s Advisory Council on Financial Capability convened its first meeting today. Council members discussed the launch of a national financial literacy strategy, coordination between the public and private sector, ways to maximize effectiveness, and ways to increase financial capability. Continue reading

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Protecting the Elderly from Financial Exploitation

Seniors save a lifetime to build a nest egg. The Financial Services Roundtable wants to help them protect it from financial exploitation. Continue reading

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Financial Literacy for College Students

What do most students wish they learned in college? Maybe its “how do I repay my student loans?” A recent Moneywatch.con article found that students are not learning as much as they need to know about personal finance. Meanwhile, student loans outstanding have surpassed total credit card debt, an important flashpoint in our economy. In other words, at the same time that their financial situation requires them to know, students have not learned the ABCs about the 1,2,3s. Continue reading

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Credit is Available, Lenders are Careful: Tips to Get a Mortgage in Today’s Economy

As this article from Kiplinger’s Personal Finance – published in the Washington Post — offers tips for how to get the best mortgage and credit card rates in today’s economy. Continue reading

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Financial Literacy Goes High Tech

The Financial Services Roundtable announces that the following member companies are effectively providing EverFi’s high technology financial education to over 430 high schools throughout the U.S. BancWest Corporation BB&T Corporation Capital One Financial Corporation Genworth Financial Principal Financial Group Protective … Continue reading

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