The Index Card

Rules of Thumb and the Future of Financial Education

In 2013, University of Chicago Professor Harold Pollack proclaimed, “the best personal finance advice can fit on a 3-by-5 index card.” Pressed to prove it, Pollack then sketched out an index card, posted a picture to social media, and watched as the card went viral.

Now Pollack and co-author Helaine Olen have published The Index Card: Why Personal Finance Doesn’t Have to be Complicated. Their new book outlines an easy to follow action plan, designed to give readers the tools to improve their financial health and well-being.

Join New America for a conversation with Helaine Olen about The Index Card, the role of rules of thumb, and the future of personal financial education and advice.The Consumer Financial Protection Bureau (CFPB) will discuss research on consumer knowledge of and attitudes toward rules of thumb.


Justin King
Policy Director, Asset Building Program, New America

Helaine Olen   
Co-Author, The Index Card: Why Personal Finance Doesn't Have to be Complicated
Columnist, Slate

Irene Skricki
Senior Financial Education Program Analyst, Consumer Financial Protection Bureau