RESOURCES -- Links by Topic or Life Event

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

Being Single / Changing Jobs / College / Consumer Fraud/Investor Protection / Credit  

Debt Management – Getting Help / Divorce / Elder Fraud & Abuse / Emergency Financial First Aid Kit /

Employee Benefits / Estate Planning / Financial Glossaries / Financial Planning / Financial Studies

Grandparents / Home Ownership / Inheritance / Insurance / Investing / Kids - Learning About Money /

Long-Term Care / 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 / Social Security / 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


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

AARP: Benefits, Advocacy and Information on Aging for People Age 50 and Over
The Actuarial Foundation: Consumer Financial Education
Advantage Publications: Slide Calculator Sample Request Form
America Saves
Ask CFPB (Consumer Financial Protection Bureau)
CareConnectUSA: Financial Assistance Hotlines for Families
Consumer Federation of America: Consumer Information
Consumer Financial Protection Bureau: CFPB Bulk Publications
FDIC Consumer News
U.S. Department of Labor Health Benefits Education Campaign
U.S. Department of Labor Retirement Savings Education Campaign - Saving Matters
Women's Institute for a Secure Retirement (WISER)

Aging (General)

Federal Trade Commission (FTC): Reverse Mortgages


Office of the Comptroller of the Currency (OCC): Answers & Solutions for Customers of National Banks & Federal Savings Associations
Office of the Comptroller of the Currency (OCC): Avoiding Mortgage Modification Scams and Foreclosure Rescue Scams


Bankruptcy from Martindale
FTC Consumer Information on Bankruptcy

Being Single

Money Tips for Singles from

Changing Jobs

Northwestern Mutual: Changing Jobs
Work & Jobs from AARP


Center for Online Education: College Savings Plans Explained
Colleges and Find a College, University or Trade School Near You to Get Started!
CRS Report for Congress: Tax-Preferred College Savings Plans: An Introduction to 529 Plans
FINRA: Smart Saving for College
MoneyGeek: A Guide to College Savings Plans
North American Securities Administrators Association: Understanding College Savings Plans
Paying for College from CFPB

Consumer Fraud/Investor Protection

Federal Trade Commission: Protecting America's Consumers
FINRA: Protect Your Money A Project of the National Consumers League
How to Avoid Online Scams
How to Prevent Identity Theft. 100 Advanced Tips.
U.S. Securities and Exchange Commission: Fake Seals and Phony Numbers - How Fraudsters Try to Look Legit
WISER: Senior Fraud: Sweetheart Or Sweetheart Scam?

CBM Credit Education Foundation Compare Reviews for Credit Cards
Credit-Card Debt Free: How to Face Facts, Save Money and Get that Balance Paid
Fix your Credit Yourself with our DIY Credit Repair Guide
Lifetime Cost of Debt
National Foundation for Credit Counseling Best Credit Cards for Students in 2017

Debt Management – Getting Help America's Debt Help Organization
InCharge Debt Solutions
WISER - Debt Collection: What You Need to Know


WISER: Divorce & Widowhood

Elder Fraud & Abuse

Federal Bureau of Investigation: Fraud Against Seniors
MoneyWise: Elder Fraud
National Committee for the Prevention of Elder Abuse: Preventing the Abuse of Elders
National Council for Aging Care's Guide on Elder Abuse
U.S. Securities and Exchange Commission: For Seniors

Emergency Financial First Aid Kit

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

Employee Benefits

List of Employee Benefit Topics from DOL
MetLife: Employee Benefits
Workplace Benefits from Prudential

Estate Planning

Ameriprise Financial: Estate planning
Leaving an Inheritance from Prudential
MetLife: Estate Planning

Financial Glossaries

Financial Dictionary
Financial Terms Dictionary from The Street
Securities Industry and Financial Markets Association: Glossary Stock Market Terminology

Financial Planning

AICPA: 360 Degrees of Financial Literacy
Certified Financial Planner Board of Standards: Publications & Resources
Edelman Financial Services LLC: Comprehensive Financial Planning
A Financial Literacy Handbook for All Life Stages
Financial Planning Association: Choosing a Financial Planner & Financial Planning Basics
Personal Financial Index® (PFI) - A complete financial health checkup!

Financial Studies

Consumer Financial Protection Bureau: Financial Wellness at Work: A Review of Promising Practices and Policies
EBRI Issue Brief
Financial Literacy and Education Commission
National Financial Capability Study
Social Science Research Network (SSRN)


Grandparents Raising Grandchildren from AARP
MetLife: The MetLife Report on American Grandparents: New Insights for a New Generation of Grandparents

Home Ownership

Consumer Financial Protection Bureau: Get Answers to Your Mortgage Questions
Edelman Financial Services LLC: Home Ownership & Mortgages
Freddie Mac CreditSmart
Homeowners & Homebuyers from Federal Housing Finance Agency
VA Home Loan Centers


Ameriprise Financial: Managing an inheritance


Consumer Federation of America
Edelman Financial Services LLC: Insurance
FDIC: Deposit Insurance
Insurance Information Institute: Improving public understanding of insurance--what it does and how it works
Life Happens
National Association of Insurance Commissioners (NAIC)
Unum: Disability, Life and Financial Protection Benefits


Alliance for Investor Education: The Investor's Clearinghouse
American Association of Individual Investors
Financial Industry Regulatory Authority (FINRA) Investing, Stock Quotes and Research
Morningstar Portfolio Manager
Motley Fool: Stock Investing Advice
National Association of Investors Corporation: BetterInvesting - Non-profit Investment Education
National Futures Association
SIFMA: Investor Educational Resources
U.S. Securities and Exchange Commission:

Kids - Learning About Money
Jump$tart Coalition Clearinghouse
Junior Achievement USA - Fun Financial Literacy Activities for Kids, Teens, Parents and Teachers
NEFE's High School Financial Planning Program
The Stock Market Game
US Treasury - Kids Zone
Value Stock Guide: The Stock Market Game for Kids -- Free Resources and Lesson Plans
Wise Pockets World (for kids, parents, and teachers to learn about managing money)

Long-Term Care

American Association for Long-Term Care Insurance
Genworth Financial: Compare Long Term Care Costs Across the United States

Losing a Job

Northwestern Mutual : Losing Your Job
You're Fired. Now What? from AARP

Loss of a Loved One

MetLife: Loss of a Loved One
What to Do When a Loved One Dies from AARP
WISER: Divorce & Widowhood


Low-Income Assistance


Ameriprise Financial: Getting married or newly married


Programs and Benefits for Active Military from
Military Saves
Veterans of Foreign Wars Financial Grants

Money Management

About, Inc.: The Balance - Make Money Personal.
Consumer Financial Protection Bureau: Managing Someone Else's Money
The Easy Guide to Budgeting
FDIC: Money Smart - A Financial Education Program
Make a Plan: How to Save Money from America Saves
WISER: Money Basics


Brookfield Global Relocation Services
How to Make a Moving Budget from MyMovingReviews
Make a Plan to Move to Another State from Smart About Money
Plus Relocation Services

Mutual Funds

Dupree Mutual Funds
FINRA - Fund Analyzer
FINRA - Mutual Funds
Investment Company Fact Book
Monetta Mutual Funds
Mutual Fund Investor’s Center
WISER: Mutual Fund Investing: 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

Online Financial Education Programs

FDIC: Money Smart: Computer-Based Instruction (CBI)
FDIC: Money Smart Podcast Network (MP3)
NEFE Financial Education Evaluation Online Toolkit
NEFE Financial Workshop Kits
NEFE Get Smart About Money
Wi$eUp - Financial Education Program for Generation X & Y Women

Owning a Small Business

Benefits Information from the IRS
State Farm: Small Business
U.S. Small Business Administration


AARP: Valuing the Invaluable: 2011 Update: The Growing Contributions and Costs of Family Caregiving
MetLife: Parenting
Resources for Parents and Caregivers from the CFPB
WISER: Caregiving

Re-entering the Workforce

Career Change - Recareering from AARP
Financial Implications of Going Back to Work after Retirement from AARP
Monthly Labor Review: "Reentering the labor force after retirement"


AARP: Retirement Planning
CFA Institute: Retirement Security
Choose to Save: Ballpark E$timate®
Edelman Financial Services LLC: Retirement & Estate Planning
Financial Mentor®: Retirement Calculators
How to Save Money for Retirement (retirement savings guide)
IRS: Adding Automatic Enrollment to Section 401(k) Plans -- Sample Amendments
IRS: Changes in Your Life May Affect Retirement Planning
IRS: Help with Choosing a Retirement Plan
Mercer - Student Loan 401(k) Match Program
NEFE Financial Workshop Kits Retirement Series
Preparing for Retirement from DOL
Save it Like You Mean It: The (Non-Scary) Guide to Retirement Planning
Saving Matters from DOL
U.S. Department of Labor: Taking the Mystery Out of Retirement Planning
WISER: What Women Need to Know About Retirement

Saving and Investing

Edelman Financial Services LLC: Investment Management Services
FDIC: Savings-Related Resources
FINRA: Types of Investments
Investor Protection Trust: Empowering Investors to Build and Safeguard Their Futures
myRA®: A Starter Retirement Savings Option from the U.S. Department of the Treasury
WISER: Saving & Investing

Social Security

National Academy of Social Insurance: When to Take Social Security: It Pays to Wait! (toolkit)
Social Security Administration
Social Security Claiming Guide
Social Security Fix-It Book

Spanish Speakers

AARP: 99 maneras para ahorrar
AARP: Dinero (información sobre Seguro Social, presupuesto y ahorro, la jubilación, etc.)
Choose to Save: Ballpark E$timate--En Español (le ayuda identificar el monto que necesita ahorrar para vivir cómoda durante la jubilación)
Choose to Save: Cómo Ahorrar Para Su Futuro: una guía para su seguridad financiera
FDIC: Enlaces en Español (contiene información sobre protección al consumidor, seguro de depósitos, bancos cerrados, etc.)
FDIC: Money Smart: Un Programa de Educación Financiera
Grupo de Asistencia al Consumidor (Office of the Comptroller of the Currency): Asistencia a los Clientes de los Bancos Nacionales
Grupo de Asistencia al Consumidor (Office of the Comptroller of the Currency): Consejos de la OCC para el consumidor para evitar las estafas de modificación hipotecaria y de rescate de ejecución hipotecaria
Grupo de Asistencia al Consumidor (Office of the Comptroller of the Currency): Información para el Consumidor
Grupo de Asistencia al Consumidor (Office of the Comptroller of the Currency): Las hipotecas inversas: ¿se adecuan a sus necesidades?
Reserva Federal (Federal Reserve): 5 Consejos para mejorar su puntaje de crédito
Reserva Federal (Federal Reserve): 5 Consejos para obtener más ventajas de su tarjeta de crédito (FINRA, NASAA, & AARP): Cómo combatir el fraude financiero: Consejos inteligentes para los inversionistas mayores
SEC: Guía para las Personas Mayores: Protéjase contra el Fraude en Inversiones (A Guide for Seniors: Protect Yourself Against Investment Fraud)
SEC: Publicaciones en Línea, en Español (de la SEC y otras publicaciones) (información sobre inversiones, anualidades, bancarrota, etc.)
Seguro Social (Social Security Administration): El Sitio Web Oficial de la Administración del Seguro Social de los EE. UU.
Seguro Social: Vale la pena esperar
U.S. Department of Labor, Employee Benefits Security Administration: Cómo Presentar Una Reclamación Para Sus Beneficios de Jubilación
U.S. Department of Labor, Employee Benefits Security Administration: Las 10 Mejores Maneras de Prepararse para la Jubilación
U.S. Department of Labor, Employee Benefits Security Administration: Las Mujeres y el Ahorro para la Jubilación
U.S. Department of Labor, Employee Benefits Security Administration: Su Dinero y Futuro Económico: Una Guía Para Ahorrar
WISER: Información financiera para las mujeres (un grupo de artículos sobre tópicos diferentes, por ejemplo tarjetas de crédito, inversiones, jubilación, etc.)
WISER: Siete Decisiones Financieras Que Pueden Definer el Rumbo de Su Vida


AICPA: 360 Degrees of Financial Literacy: Taxes
Edelman Financial Services LLC: Tax & Finance, Credit & Debt Tax Guide for Investors
IRS Forms and Publications

Tools, Calculators, and Games

Choose to Save:® Calculators
FDIC: Electronic Deposit Insurance Estimator (EDIE)
FINRA: Tools & Calculators
Retirement Planning Calculators from WISER

Young Adults

FDIC: Money Smart for Young People
Financial Entertainment (free online and mobile games that aim to improve personal financial capability)
Jump$tart Coalition for Personal Financial Literacy
LavaMind - Business Simulation Games
Maryland Public Television - Sense & Dollars
MoneySKILL - Personal Finance Course for Young Adults
StreetSage Investing Made Easy



Armed Forces Crossroads
Consumer Financial Protection Bureau
Federal Deposit Insurance Corporation (FDIC)
Internal Revenue Service
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

AFSA Education Foundation
ASEC Small Biz Retirement Quiz
National Endowment for Financial Education

Alphabetical Listing of Resources


AAFCS: American Association of Family & Consumer Sciences
American Savings Education Council
AOL Finance

B Business & Financial News


Charles Schwab & Co.
Cigna Nonprofit Publisher of Consumer Reports


Defined Contribution Institutional Investment Association
Depositary Receipt Services
DRIP Investor


Edelman Financial Services LLC
E*TRADE Financial Corporation


Federal Reserve Bank of Dallas - Building Wealth: A Beginner’s Guide to Securing Your Financial Future
Federal Reserve Board Consumer Information
Federal Reserve:
Federal Trade Commission - Consumer Information
Franklin Templeton Investments


GAMCO Investors, Inc.: Gabelli Mutual Funds
GreenMoney Journal



Institute for Financial Literacy
Investment Company Institute
Investment FAQ
Investors Alley
Investor's Business Daily Web Edition


JH Darbie & Co. - Financial Services
John Hancock
JPMorgan Chase & Co.


Kiplinger Online


LCG Associates
LPL Financial


MassMutual Financial Group
MSN Money - Personal finance, investing news & advice


NASDAQ Stock Market
National Consumers League
North American Securities Administrators Association




PBS NewsHour: Economy
Practical Money Skills


Quicken: Personal Finance and Money Management Software


Regal Discount Securities
Retirement Clearinghouse®: Moving Retirement Forward


Seaport Securities Corp. Business News, Market Data, Stock Analysis


TD Ameritrade: Online Stock Trading and Investing


UBS: Financial Services
U.S. Securities and Exchange Commission


Value Line Investment Research
Vanguard Group


Women’s Institute for Financial Education
WorldWideLearn: Online Education & Accredited Degree Programs



Young Americans Center for Financial Education
YoungBiz: Linking the Classroom to the Real World


Last Updated: 8/24/17