BILL NUMBER: ACR 40 INTRODUCED BILL TEXT INTRODUCED BY Assembly Member Lieu MARCH 22, 2007 Relative to Financial Literacy Month. LEGISLATIVE COUNSEL'S DIGEST ACR 40, as introduced, Lieu. Financial Literacy Month. This measure would declare the month of April 2007 as Financial Literacy Month, in order to raise public awareness about the need for increased financial literacy. Fiscal committee: no. WHEREAS, Californians' total personal income is 59 percent higher than the next closest state and accounts for 13 percent of all personal income in the United States; and WHEREAS, Four million seven hundred thousand Californians live below the poverty level; and WHEREAS, In 2005, consumer bankruptcy filings numbered over 2 million, up 31.6 percent from 2004, representing one in every 53 households; and WHEREAS, In 2005, Chapter 7 consumer bankruptcy filings, which provide consumers with the greatest relief from their debt, increased 47.2 percent; and WHEREAS, The average household consumer credit debt is about $8,000; and WHEREAS, Fifty-two percent of Americans do not regularly check their credit report; and WHEREAS, Forty-three percent of American families spend more than they earn; and WHEREAS, A recent federal research survey found that Americans hold a total of $1.9773 trillion in debt, not including mortgage debt, meaning a debt of $18,654 per household; and WHEREAS, The average amount in retirement accounts is $49,944; and WHEREAS, The U.S. Savings rate for consumers in late 2005 was a negative 1 percent, the lowest since the Great Depression; and WHEREAS, Forty-three percent of American households do not have retirement accounts; and WHEREAS, Almost 70 percent of retired workers reported that they now spend the same as or more than they did when they worked; and WHEREAS, Seventy percent of retirees said they wish they had saved more during their working years and 59 percent said they should have started saving earlier; and WHEREAS, High school seniors taking part in a national survey of financial knowledge scored an average of 52.3 percent, which is a failing grade; and WHEREAS, Over the past five years, total annual borrowing through student loans has soared 85 percent, easily outpacing the 41 percent rise in public college costs and the 28 percent increase at private schools; and WHEREAS, Undergraduates reported freshman year as the most prevalent time for obtaining credit cards, with 56 percent reporting having obtained their first card at 18 years of age; and WHEREAS, Eighty-three percent of undergraduate students have at least one credit card with an average balance of $2,237; and WHEREAS, By the time a college student graduates he or she will have, an average, $20,402 in credit card and education loan balances; and WHEREAS, Increasing the financial literacy of all economic and ethnic groups is documented to improve attitudes, lead to improved decisionmaking, and provide for a more secure future for the individuals and their families who have been educated with regard to these issues; and WHEREAS, Financial literacy training may be easily integrated as a valuable component for elementary and secondary schools, colleges and universities, libraries, community groups, and citizen town hall meetings; and WHEREAS, Many groups are dedicated to increasing the financial literacy of Americans and a broad range of quality personal finance instructional materials and curricula have been created for this purpose, but the audience to which this information is vital is not being reached; now, therefore, be it Resolved by the Assembly of the State of California, the Senate thereof concurring, That the Legislature hereby declares the month of April 2007 as Financial Literacy Month, in order to raise public awareness about the need for increased financial literacy; and be it further Resolved, That legislators, employers, schools, service groups, community organizations, libraries, financial institutions, and the media, be encouraged to provide opportunities for financial literacy education for all Californians through a variety of means, including attending the California Summit on Financial Literacy and collaborating with members of the California Society of Certified Public Accountants, California Jump Start Coalition, and others, as they provide outreach and education; and be it further Resolved, That the Chief Clerk of the Assembly transmit copies of this resolution to the author for appropriate distribution.