In the context of increased labor market flexibility and "portfolio work," adults need knowledge of financial services and their interrelationships with insurance, taxation, and welfare systems. One approach uses the radical tradition of adult education to help people develop critical awareness and control of their financial decision…

Today's financial world is highly complex as compared with that of a generation ago. Twenty-five years ago, knowing how to maintain a checking and savings account at a local financial institution was sufficient for many Americans. Today's consumers, however, must be able to differentiate among a wide range of products, services, and providers of…

This book offers investment strategies for participants in the primary retirement organization for universities and nonprofit organizations, the Teachers Insurance and Annuity-College Retirement Equities Fund (TIAA-CREF). The investment principles outlined also apply to retirement funds offered by other investment companies. The book's scope…

The self study and evaluation guide, one of 16 documents for accreditation of agencies serving the blind and visually handicapped, focuses on accounting for services and finances. Standards address five areas: planning for accounting for services and finances, service accounting systems, financial accounting systems, evaluation, and public…

This article suggests that all too often college and university financial reports are meaningless. They indicate the current funds "surplus" or "deficit" that has been the typical university response when asked how the university did that year. In place of this, the university financial support should look at the total picture of the university,…

This data processing application handbook is designed to be used in conjunction with a previous work published by the U. S. Office of Education entitled, Financial Accounting: Classifications and Standard Terminology for Local and State School Systems (see ED 081 103). It provides school systems with the capability of implementing a user designed…

One of the hottest movements in banking right now is affinity credit cards. For banks, they mean a new source of credit customers. For institutions and alumni organizations, they can mean an easy, inexpensive way to keep the institutional name in front of alumni. (MLW)

A fund raiser must not only pay close attention to what he says, but he must also be conscious of how he says it. (HS)

Discusses the reasons for the growth of tax-exempt foundations in the United States, and their role in promoting social science research, community projects and educational activities both at home and abroad. The foundations' political philosophies and their relation with government are examined. Bibliography. (LC)

A well-designed investment program can help administrators get the most out of public dollars and other available resources. (Author)

Discusses print and World Wide Web resources on personal finance, investments, and other business information and provides an annotated bibliography of investment and the stock market sites: meta sites, stock quotes, market news, data and analysis, brokerage firms, and sites for beginning investors. Includes addresses. (PEN)

Describes a program of the financial aid office at Harvard University Medical School (Massachusetts) that helps students with debt management and personal financial planning through presentations to seniors by professionals in insurance and financial planning and by offering two individual consultations with a physician financial planning…

Discusses Web site hyperlink-affiliation network structures based on a study of Korea's top 152 Web sites. Provides a theoretical framework and literature review; shows through cluster analysis that financial Web sites occupy the most central position in the network; and discusses these findings from the perspective of Web site credibility.…