A to Z – Well Being Resources – Financial, Health and More / Aging (General) / Being Single 

Changing Jobs / College / Consumer Fraud/Investor Protection / Credit - Interactive Learning Program  

Debt Management – Getting Help / Divorce / Emergency Financial First Aid Kit / Estate Planning 

Financial Glossaries / Financial Planners / Financial Studies / Grandparents / Home Ownership

Inheritance / Insurance / Investing / Kids - Learning About Money / Losing a Job 

Loss of a Loved One / Low-Income / Marriage / Military / Money Management

Moving / Mutual Funds / Native Communities / Online Financial Education Programs 

Owning a Small Business / Parents/Caretakers / Re-entering the Workforce / Retirement

Saving and Investing / Spanish Speakers / Taxes / Tools, Calculators, and Games / Young Adults 

Additional Resources (listed alphabetically): A B C D E F G H I J K L M N O P Q R S T U V W X Y Z

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A to Z – Well Being Resources – Financial, Health and More

AARP: Benefits, Advocacy and Information on Aging for People Age 50 and Over
Advantage Publications: Slide Calculator Sample Request Form
Aetna & The Financial Planning Association: Plan for Your Health (online source for health benefits knowledge)
American Council of Life Insurers: Financial and Retirement Security Products
Ameriprise Financial Planning and Advice
Consumer Federation of America: Consumer Information
Cooperative State Research, Education, and Extension Service - USDA - Financial Security in Later Life
Debtscape Educational Materials
Edelman Financial Services LLC: Comprehensive Financial Planning
Federal Reserve Board: Consumer Information
Fidelity Investments: Retirement Resource Center
FINRA - Investor Information
InCharge Consumer Education: Financial Articles & Interactive Calculators
ING DIRECT USA: Tips & Tools
Investment Company Institute: Investor Education Resources
Jump$tart Coalition for Personal Financial Literacy
MetLife: Life Advice
Mind Your Finances (including personal finance advice, tools, and educational materials)
MyMoney.gov
National Council on Economic Education - Resources
National Endowment for Financial Education
North American Securities Administrators Association: Financial Education Resources
Retirement Security Project
State Farm® Learning Center
U.S. Department of Labor Health Benefits Education Campaign
U.S. Department of Labor Retirement Savings Education Campaign - Saving Matters
U.S. Securities and Exchange Commission - Investor Education and Advocacy
Women's Institute for a Secure Retirement (WISER)

Aging (General)

Thesaurus of Aging Terminology (via AARP's AgeLine Database)

Being Single

Edelman Financial Services LLC: Single - On Your Own

Changing Jobs

MetLife: Changing Your Job

College

FINRA: Smart Saving for College
Investment Company Institute: A Guide to Understanding 529 Plans
North American Securities Administrators Association: 529 Plan Brochure
State Farm® - Planning for College?

Consumer Fraud/Investor Protection

AARP: Be a Wise Consumer
FINRA: Investor Protection
North American Securities Administrators Association: Investor Education
U.S. Securities and Exchange Commission: Fake Seals and Phony Numbers - How Fraudsters Try to Look Legit
WISER: Sweetheart or Sweetheart Scam?

Credit - Interactive Learning Program

Mind Your Finances: A Consumer Credit and Money Management E-learning Program

Debt Management – Getting Help

InCharge Debt Solutions - Debt Relief
WISER: Credit Basics

Divorce

MetLife: Divorce
WISER: Divorce

Emergency Financial First Aid Kit

Operation Hope: Emergency Financial First Aid Kit (EFFAK) and Personal Disaster Preparedness Guide (PDPG)

Estate Planning

Edelman Financial Services LLC: Estate Planning

Financial Glossaries

American Council of Life Insurers: Glossary

Financial Planners

AICPA: 360 Degrees of Financial Literacy

Financial Studies

Social Science Research Network (SSRN)

Grandparents

AARP: Becoming a Grandparent

Home Ownership

Edelman Financial Services LLC: Home Ownership
InCharge Institute: Home Ownership
Office of Federal Housing Enterprise Oversight

Inheritance

MetLife: Inheritance

Insurance

Edelman Financial Services LLC: Confused About Insurance?
NAIC: Insure U-Get Smart About Insurance
National Association of Insurance Commissioners (NAIC)
Questions and Answers About Health Insurance: A Consumer Guide

Investing

Foundation for Investor Education
Funding Your Future
Investing for Success: An Interactive, Multimedia Web Course on the Basics of Investing
Investing in Bonds
InvestorGuide.com: Investing, Stock Quotes and Research
The Money Alert - Your Personal Finance & Retirement Planning Information Source
Path to Investing: Investor Education, Tools, & Games
The Stock Market Game Program
Ten Steps to a More Secure Financial Future
WISER: Investments

Kids - Learning About Money

A.G. Edwards: Kids Financial Games & Educational Activities
A.G. Edwards: Savings Quest Game
ING DIRECT’s Planet Orange
Investment Company Institute: Online Resources for Young Investors
Jump$tart Coalition Clearinghouse
NEFE High School Financial Planning Program
State Farm: Kid Stuff
YOUNG MONEY Magazine

Losing a Job

MetLife: Losing a Job

Loss of a Loved One

MetLife: Loss of a Loved One
WISER: Widowhood

Low-Income

AARP: Low Income Help
WISER: Money Basics

Marriage

Edelman Financial Services LLC: Wedding Tips
MetLife: Getting Married

Military

Military Money Magazine
Military Saves

Money Management

InCharge Institute of America: Money Management
NEFE: Get Smart About Your Money
WISER: Money Basics

Moving

MetLife: Moving
Prudential Financial: Relocation Services

Mutual Funds

FINRA
Investment Company Fact Book
Investment Company Institute: Get the Facts About Mutual Funds
Investment Company Institute: Investor Education Resources
U.S. Securities and Exchange Commission: Information for Funds & Advisers
WISER: Mutual Funds: What You Need to Consider

Native Communities

First Nations Development Institute
National American Indian Housing Council
National Congress of American Indians
National Indian Education Association
Native Financial Education Coalition
Oweesta

Online Financial Education Programs

Investing for Success Program
Wi$eUp - Financial Planning for Generation X & Y Women

Owning a Small Business

State Farm: Owning a Small Business

Parents/Caretakers

Edelman Financial Services LLC: Kids and Cash
MetLife: Becoming a Parent
MetLife: Caring for an Aging Loved One
WISER: Caregiving

Re-entering the Workforce

MetLife: Reentering the Workforce

Retirement

AARP: Financial Planning and Retirement
Boulevard R: Get on Track for a Secure Retirement
Edelman Financial Services LLC: Retirement Planning
MetLife: Enjoying Retirement
Prudential Financial: Retirement Solutions
Prudential Study: Financial Experience & Behaviors Among Women
Prudential's Four Pillars of Retirement Series: Hispanic Americans on the Road to Retirement
RetireeWorkforce.com
Retirement Made Simpler: Helping You Automate Your 401(k) Step-by-Step (for employers)
State Farm: Retirement Planning - Prepare for Tomorrow...Today
WISER: Retirement Basics
WISER: What Women Need to Know About Retirement

Saving and Investing

"Alternative Measures of Personal Saving" 
Excerpt: "The alternative measures of personal saving discussed in this article differ from the NIPA measure in the way that they measure consumption or disposable personal income. However, they are still calculated as the residual that remains after consumption and related outlays are subtracted from disposable personal income." ( U.S. Bureau of Economic Analysis)
Edelman Financial Services LLC: Investing Your Money
FINRA: Investment Choices
FINRA: Smart 401(k) Investing
FINRA: Smart Investing
The Future of Life-Cycle Saving & Investing [conference materials]
WISER: Saving & Investing

Spanish Speakers

FINRA: Folleto en Espanol (“Investor Brochure Series” in Spanish)
Invertir con Exito (Investing for Success)
WISER: Siete Decisiones Que Definen tu Vida Financiera

Taxes

Edelman Financial Services LLC: Taxes, Taxes, Taxes
IRS Forms and Publications
State Farm: Taxes

Tools, Calculators, and Games

FINRA: Tools & Calculators
ING DIRECT USA: Tips & Tools
MetLife: Calculators & Tools
State Farm: Calculators

Young Adults

Jump$tart Coalition for Personal Financial Literacy
MetLife: Getting Your First Job
YOUNG MONEY Magazine

 

Government

Air Force Crossroads
MyMoney.gov
U.S. Department of Health & Human Services, Centers for Medicare & Medicaid Services
U.S. Department of Labor, Employee Benefits Security Administration
U.S. Department of the Treasury
U.S. Securities and Exchange Commission, Office of Investor Education and Advocacy
U.S. Social Security Administration

Education Organizations

ASEC Retirement Personality Profiler
ASEC Small Biz Retirement Quiz
InCharge® Institute of America, Inc.
Jump$tart - for material focused on youth financial education
National Endowment for Financial Education - for material from non profits across the country on financial education
Plan for Your Health - for information on health insurance and costs

For Profit Organizations

Retirement Income Quiz

Non-Profit Organizations

Social Science Research Network - for research on financial studies

 

Alphabetical Listing of Resources

A.G. Edwards Big Money Adventure
AAFCS: Consumer & Family Resources
ABC News: Business Index
About - Business & Finance
AFSA Education Foundation
AICPA: 360 Degrees of Financial Literacy
Alliance for Investor Education
American Association of Individual Investors
American Bankers Association Education Foundation
American Bankruptcy Institute
American Center for Credit Education
American Century Investments
American Savings Education Council
Ameritrade
AOL Money & Finance
Australian Securities & Investments Commission
Australian Securities Exchange

Bank High School
Bank Junior
Bank of America: Financial Education and Tools
Banking on Our Future
Bankrate, Inc.
Barron’s Online
BizWorld Foundation
Bloomberg.com
BondsOnline
Broadway Bank
Bubblebank
Bullbear.com
Bureau of Engraving and Printing
Business Week Online: Investing

Calvert Group
Canadian Bankers Association: There's Something About Money
CANSLIM.net
Capitalist Chicks
CardRatings
CBM Credit Education Foundation
Certified Financial Planner Board of Standards
Charles Schwab & Co.
Chicago Board of Trade
Chicago Board Options Exchange
Chicago Mercantile Exchange
ChoiceNerd
CIGNA
Citigroup Financial Education Program
ClearStation
CNNMoney
Co-op America
College Savings Bank
Columbia Management - Young Investor
Consumer Credit Education Corporation
Consumer Debit Resource
Consumer Education for Teens: Teen Consumer Scrapbook
Consumer Federation of America
Consumer Information Center
Consumer Jungle
Consumers Union
Creative Wealth International: Unique Financial Literacy Curriculums
Credit Report
Credit Union National Association
Credit Union National Association Resources for Youth and Young Adults
CyberInvest.com

Decisionpoint.com - Complete Market Research at a Glance
Depositary Receipt Services
Dow Jones & Company: SmartMoney University
DRIP Investor
Dupree Mutual Funds

EdWise - Student Calculator
Eleve Group - Electronic Learning Ventures
Empire Financial Group
Equis International MetaStock
Ernst & Young Moneyopolis® (educational website for children in grades six through eight)
Escape from Knab: The Adventure
E*TRADE Securities

Fairmark Press Tax Guide for Investors
Fannie Mae Foundation
Federal Citizen Information Center
Federal Deposit Insurance Corporation
Federal Reserve Bank of Atlanta
Federal Reserve Bank of Boston
Federal Reserve Bank of Dallas - Building Wealth: A Beginner’s Guide to Securing Your Financial Future
Federal Reserve Bank of New York
Federal Reserve Board Consumer Information
Federal Reserve Education
Federal Trade Commission
Financial Peace University
Financial Planning Magazine Online Edition
FINRA: Rules & Regulation
Forbes
Foundation for Financial Literacy
Foundation for Investor Education
Franklin-Templeton Investments
Freddie Mac CreditSmart
FTC - Getting Credit
FundAlarm
Futures Trading Systems

Gabelli Mutual Funds
General Electric
Girl Scouts of the USA
Girls, Inc.
Good Money
Green Jungle
GreenMoney Journal

H

ICI Mutual Funds: Investing in America's Future
ICLUBcentral: Tools for Investors and Investment Clubs
ING DIRECT Planet Orange
Innovative Teaching Newsletter
Institute for Financial Literacy
Institute of Consumer Financial Education
Insurance Education Institute
Insurance Information Institute
Insure.com
Internal Revenue Service
Internet Closed-End Funds Center
INVESCO
Investing in KIDS Corporation
Investment FAQ
Investopedia
Investor Guide
Investor Home (Investors on the Internet)
Investor Protection Trust
Investors Alley
Investor's Business Daily Web Edition
IPO Intelligence Online
It All Adds Up (financial education for teens)

JH Darbie & Co. - Discount Brokers
Junior Achievement Worldwide

Kids' Finance
Kiplinger Online
Knowledge Adventure

LavaMind Games
League of American Investors
Learn to Save, a Site for Children & Their Parents
Levitt TruTrade
Life and Health Insurance Foundation for Education
Loomis, Sayles & Company - Investment Management

Making Allowances: Where Kids Learn About Money
MarketWatch
Maryland Public Television - Sense & Dollars
Monetta Mutual Funds
Money Math: Lessons for Life
Money Savvy Generation
MoneyMinded.com
MoneySKILL - Financial Literacy Curriculum
Moonjar: Teaching Children About Money
Morningstar: Stocks, Mutual Funds, and Investing
Motley Fool
Mr. Stock Online Trading
MSN Money - Personal Finance and Investing
Mutual Fund Investor’s Center

NASDAQ Stock Market
National 4-H Cooperative Curriculum System
National Association of Investors Corporation
National Association of Real Estate Investment Trusts
National Consumers League
National Council on Economic Education
National Endowment for Financial Education
National Foundation for Credit Counseling
National Fraud Information Center
National Futures Association
National Youth Involvement Board
North America Military Financial Education Center
North American Securities Administrators Association
Northwestern Mutual: The Mint

101 Financial Lessons
Options Industry Council ParentWare Family Bank

Payden & Rygel Investment Management
PBS NewsHour: Managing Your Money
Peak Mastery Learning System
Philadelphia Stock Exchange
PitMaster.com
Premier Educational Service: Credit Resources
Prosperity4Kids, Inc.
PRS Online: Country Data for International Business

Quicken Financial Planning Software

Regal Discount Securities
Ric Edelman

Seaport Securities Corp.
Securities & Exchange Commission: For Students & Teachers
Sherry Bruce's State Discount Brokers
SmartMoney.com
Smith Barney Young Investors Network
Social Investment Forum
Society for Financial Education
Sovereign Bank Presents: KidsBank.com
Springboard - Non-Profit Consumer Credit Management
State Bank of the Lakes
State Farm
Stock Market Game
Stockwinners.com
TheStreet.com
StreetSage
Strong Kids
Student Credit Cards

Tamarack Funds
TeachMeFinance.com
Teen Analyst
Tesco Finance & Insurance
Thrivent Financial for Lutherans
Top 10 Dot Cons (Scams)
Tradehard.com


University of California Cooperative Extension: Money Talks
University of Minnesota Extension Service: Youth and Family Development
University of Missouri Center for Entrepreneurship & Economic Education
US Securities and Exchange Commission
US Treasury - For Kids
USA Funds Life Skills

Value Line Investment Research
Vanguard Group
VISA’s Practical Money Skills for Life

Wachovia Bank - Personal Finance and Business Financial Services
Wall Street Journal Classroom Edition
Washington State Attorney General’s Office - Teen Consumer
Wayne Hummer Wealth Management
Wells Fargo’s Hands on Banking
Wise Pockets World (for kids, parents, and teachers to learn about managing money)
Women's Institute for a Secure Retirement
Women’s Institute for Financial Education
Worldly Investor
WorldWideLearn: The World's Largest Directory of Online Education

X

Young Americans Center for Financial Education
YOUNG MONEY Magazine
YoungBiz Teens

Z