A to Z – Well Being Resources – Financial, Health and More / Aging (General) / Banking / Bankruptcy / Being Single
Changing Jobs / College / Consumer Fraud/Investor Protection / Credit - Interactive Learning Program
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 / 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
Advantage Publications: Slide Calculator Sample Request Form
Aetna & The Financial Planning Association: Plan for Your Health (online source for health benefits knowledge)
Consumer Federation of America: Consumer Information
Edelman Financial Services LLC: Comprehensive Financial Planning
FDIC Consumer News
FINRA - Investor Information
ING DIRECT: Save Your Money: Tips & Tools
Jump$tart Coalition for Personal Financial Literacy
MetLife: Life Advice
MyMoney.gov
National Endowment for Financial Education
National Institute of Food and Agriculture: Financial Security in Later Life
North American Securities Administrators Association: Investor Education
Online Nurse Practitioner Programs: Definitive List of Governmental Nursing Resources on the Web
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)
FDIC Consumer News, Spring 2008 -- Money Tips for All Ages
FDIC Consumer News, Spring 2010 -- Advice for Seniors: Understand the Risks and Costs of Borrowing with a Reverse Mortgage
Reverse Mortgages: What Consumers and Lenders Should Know
Banking
Office of the Comptroller of the Currency (OCC): Consumer Alternatives for Receiving Income Tax Refunds
Office of the Comptroller of the Currency (OCC): Help and FAQs about National Banks
Office of the Comptroller of the Currency (OCC): OCC Consumer Tips for Avoiding Mortgage Modification Scams and Foreclosure Rescue Scams
Office of the Comptroller of the Currency (OCC): OCC Offers Tips to Help Consumers Avoid Cashier’s Check Fraud
Office of the Comptroller of the Currency (OCC): OCC Reminds Consumers of Holiday Tips on Gift Cards
Office of the Comptroller of the Currency (OCC): Reverse Mortgages: Are They for You?
Bankruptcy
American Bankruptcy Institute
Bankruptcy from Martindale
Being Single
Edelman Financial Services LLC: Single - On Your Own
Changing Jobs
Northwestern Mutual: Changing Careers
College
FINRA: Smart Saving for College
GAO Report: Higher Education: A Small Percentage of Families Save in 529 Plans
North American Securities Administrators Association: Understanding College Savings Plans
State Farm®: College
Tax-Preferred College Savings Plans: An Introduction to 529 Plans
Consumer Fraud/Investor Protection
Certified Financial Planner Board of Standards: Consumer Guide to Financial Self-Defense
Federal Trade Commission: Protecting America's Consumers
FINRA: Investor Protection
Fraud.org: A Project of the National Consumers League
U.S. Securities and Exchange Commission: Fake Seals and Phony Numbers - How Fraudsters Try to Look Legit
WISER: Senior Fraud: Sweetheart Or Sweetheart Scam?
Credit - Interactive Learning Program
Financial Planning Association: How to Repair Your Credit
Mind Your Finances: A Consumer Credit and Money Management E-learning Program
Debt Management – Getting Help
InCharge Debt Solutions - Debt Relief
Springboard Nonprofit Consumer Credit Management
WISER - Debt Collection: What You Need to Know
Divorce
MetLife: Divorce
WISER: Divorce & Widowhood
Elder Fraud & Abuse
Federal Bureau of Investigation: Fraud Target: Senior Citizens
MoneyWise: Elder Fraud
National Committee for the Prevention of Elder Abuse: Preventing the Abuse of Elders
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
MetLife's Employee Benefits Simplifier Tool [online tool that assists employees in selecting benefits through their employer]
Estate Planning
Edelman Financial Services LLC: Estate Planning
The Impact of the Federal Estate Tax on State Estate Taxes
MetLife: Estate Planning
Financial Glossaries
Financial Dictionary
InvestorWords.com
Securities Industry and Financial Markets Association: Glossary
Financial Planning
AICPA: 360 Degrees of Financial Literacy
Ameriprise Financial: Financial Planning Advice and Financial Advisors
Certified Financial Planner Board of Standards: Publications & Resources
Financial Planning Association: Choosing a Financial Planner
Financial Planning Association: Financial Planning Basics
The MetLife Study of Finances and Female Executives
Omyen Corp.: Personal Financial Index (PFI™) – A complete financial health checkup!
Financial Studies
Financial Literacy and Education Commission: Research Priorities: Results of the National Research Symposium on Financial Literacy and Education [Washington, DC, October 6-7, 2008]
Social Science Research Network (SSRN)
Grandparents
AARP: Grandparenting
MetLife: The MetLife Report on American Grandparents: New Insights for a New Generation of Grandparents
Home Ownership
Edelman Financial Services LLC: Home Ownership
Federal Housing Finance Agency
InCharge Debt Solutions: Buying a Home
Inheritance
AARP: Choice of a Lifetime: Making the decision of who gets what
Insurance
Edelman Financial Services LLC: Confused About Insurance?
FDIC: Deposit Insurance
Insurance Information Institute
Insure.com
NAIC: Insure U-Get Smart About Insurance
National Association of Insurance Commissioners (NAIC)
Investing
Alliance for Investor Education
American Association of Individual Investors
BondsOnline: Income Investor Tools
Funding Your Future
Investing in Bonds
Investment Company Institute Education Foundation
InvestorGuide.com: Investing, Stock Quotes and Research
The Money Alert - Your Personal Finance & Retirement Planning Information Source
SIFMA: Investor Educational Resources
Ten Steps to a More Secure Financial Future
U.S. Securities and Exchange Commission: Investor.gov
Kids - Learning About Money
BizWorld Foundation
Bubble Banks: Saving Made Fun
FDIC: Money Smart for Young Adults
FDIC: Money Smart for Young Adults: Success Stories and Strategies for the School Year
How to Raise a Money Smart Child
ING DIRECT’s Planet Orange
Jump$tart Coalition Clearinghouse
Junior Achievement USA
Kids' Finance
Knowledge Adventure: Educational Games for Kids
TheMint.org - Fun Financial Literacy Activities for Kids, Teens, Parents and Teachers
MoneyExchange.net: Money Lessons for Children
NEFE High School Financial Planning Program
Online Money Lessons and Games
The Stock Market Game Program
US Treasury - Kids Zone
Value Stock Guide: Tools for Teaching: The Stock Market Game
Wells Fargo’s Hands on Banking
Wise Pockets World (for kids, parents, and teachers to learn about managing money)
YOUNG MONEY Magazine
Long-Term Care
Genworth Financial: Cost of Care: Annual Long-Term Care Survey
Genworth Financial: Let's Talk: Planning for Long-Term Care and Paying for Retirement
Losing a Job
Northwestern Mutual : Losing Your Job
Loss of a Loved One
MetLife: Loss of a Loved One
WISER: Divorce & Widowhood
Low-Income
AARP: Low-Income Assistance
Marriage
Edelman Financial Services LLC: Wedding Tips
MetLife: Getting Married
Military
Military Money
Military Saves
Money Management
CNNMoney.com
FDIC: Money Smart - A Financial Education Program
Financial Planning Association: How to Save Money
InCharge Debt Solutions: Money 101
LifeTuner - Money Management Tools, Resources, & Information
NEFE: Smart About Money
WISER: Money Basics
Moving
Brookfield Global Relocation Services
MetLife: Your Home: Moving
Mutual Funds
Dupree Mutual Funds
Financial Industry Regulatory Authority
Investment Company Fact Book
Monetta Mutual Funds
Mutual Fund Investor’s Center
U.S. Securities and Exchange Commission: Information for Funds & Advisers
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
Oweesta
Online Financial Education Programs
FDIC: Money Smart: Computer-Based Instruction (CBI)
FDIC: Money Smart Podcast Network (MP3)
Wi$eUp - Financial Planning for Generation X & Y Women
Owning a Small Business
FDIC Consumer News, Winter 2009/2010: Ideas for Growing a Small Business
State Farm: Small Business
Parents/Caretakers
AARP: Valuing the Invaluable: 2011 Update: The Growing Contributions and Costs of Family Caregiving
Edelman Financial Services LLC: Kids and Cash
MetLife: Parenting
WISER: Caregiving
Re-entering the Workforce
Monthly Labor Review: "Reentering the labor force after retirement"
Retirement
AARP: Retirement Planning
Edelman Financial Services LLC: Retirement Planning
Fidelity Investments: Investment Planning and Retirement Guidance
Financial Mentor®: Retirement Calculators
Genworth Financial: Retirement Solutions Overview: Your Goals, Your Needs, Your Plan
IRS: Adding Automatic Enrollment to Section 401(k) Plans -- Sample Amendments
IRS: Changes in Your Life May Affect Retirement Planning
IRS Retirement Plans Navigator: An easy retirement plan guide for small employers
The MetLife Retirement Readiness Index: Are Americans Prepared for the Transition?
The MetLife Retirement Readiness Workbook: Are You Prepared for the Transition?
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)
Retirement Security Project - Brookings Institution
Social Security Claiming Guide
Social Security Fix-It Book
Social Security Podcast: Deciding When to Start Receiving Retirement Benefits
U.S. Department of Labor: Taking the Mystery Out of Retirement Planning
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)
Certified Financial Planner Board of Standards: Savings Fitness: A Guide to Your Money and Your Financial Future
Congressional Research Service: Saving Rates in the United States: Calculation and Comparison
Edelman Financial Services LLC: Investing Your Money
Executive Leadership Center: The Future of Life-Cycle Saving & Investing [conference materials]
FDIC: Savings-Related Resources
FINRA: Investment Choices
FINRA: Smart 401(k) Investing
FINRA: Smart Investing
WISER: Saving & Investing
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
La Comisión Federal de Comercio (Federal Trade Commission): Información de la FTC para Consumidores (contiene mucha información sobre todos los asuntos que cubre la FTC--por ejemplo automóviles, crédito y préstamos, educación, robo de identidad, etc.)
FDIC: Enlaces en Español (contiene información sobre protección al consumidor, seguro de depósitos, bancos cerrados, etc.)
FDIC: Información general sobre el seguro de depósitos
FDIC: Money Smart: Un Programa de Educación Financiera
FINRA: El desempleo y sus finanzas: Cómo tomar decisiones inteligentes al perder su empleo
Gobierno USA: Información oficial en español
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): Formulario de Quejas sobre los bancos nacionales
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?
Hispanic America Saves (información sobre ahorrando dinero por la campaña ‘Hispanic America Saves’)
Invertir con Éxito (Investing for Success)
National Council of La Raza: El Seguro Social: Lo que la comunidad latina debe saber
Reserva Federal (Federal Reserve): 5 Consejos para evitar estafas en la ejecución hipotecaria (Foreclosure)
Reserva Federal (Federal Reserve): 5 consejos para hacer frente a la reducción o congelamiento de una línea de crédito con garantía hipotecaria (Foreclosure)
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
Reserva Federal (Federal Reserve): 5 Consejos para proteger su casa de la ejecución de su hipoteca (Foreclosure)
Reserva Federal (Federal Reserve): Folletos de la Reserva Federal en Español
SaveandInvest.org (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.
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: Cómo proteger la jubilación y los beneficios de salud después de perder el empleo
U.S. Department of Labor, Employee Benefits Security Administration: Cómo resolver el misterio de la planificación de su 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: Lo Que Usted Debe Saber…Sobre Su Plan De Retiro
U.S. Department of Labor, Employee Benefits Security Administration: Su Dinero y Futuro Económico: Una Guía Para Ahorrar
U.S. Department of the Treasury: Mymoney.gov (En Español) – (temas populares incluyen plan de gastos, préstamos, seguros, planear para el retiro, fraude, etc.)
U.S. Office of Personnel Management: Preguntas más frecuentes sobre los temas del retiro y planificando el retiro
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
Taxes
Edelman Financial Services LLC: Taxes, Taxes, Taxes
IRS Forms and Publications
State Farm: Taxes
Tools, Calculators, and Games
FDIC: Electronic Deposit Insurance Estimator (EDIE)
FINRA: Tools & Calculators
MetLife: Tools & Calculators
State Farm: Calculators
Young Adults
Banking on Our Future
FDIC: Money Smart for Young Adults
Financial Entertainment (learning about personal finances through game play)
It All Adds Up (personal finance for teens)
Jump$tart Coalition for Personal Financial Literacy
Maryland Public Television - Sense & Dollars
MoneyExchange.net: Money Lessons for Children
MoneySKILL - Personal Finance Course for Young Adults
Teen Consumer Scrapbook: Consumer Education for Teens
TeenAnalyst.com: Investing Made Easy
Wall Street Journal Classroom Edition
YouAreHere - where kids learn to be smarter consumers!
YOUNG MONEY Magazine
Government
Armed Forces Crossroads
Federal Deposit Insurance Corporation (FDIC)
Internal Revenue Service
MyMoney.gov
Office of the Comptroller of the Currency (OCC): Financial Literacy Resource Directory
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 Small Biz Retirement Quiz
InCharge® Education Foundation
Investment Company Institute Education Foundation Grant Opportunity in Washington, DC Metro Area
National Endowment for Financial Education: A nonprofit foundation partnering for financial well-being
For Profit Organizations
MetLife: Retirement IQ Quiz
Non-Profit Organizations
Social Science Research Network - for research on financial studies
Alphabetical Listing of Resources
A
AAFCS: Consumer & Family Resources
ABC News: Business News, Personal Finance and Money News
About.com: Money
AFSA Education Foundation
American Bankers Association Education Foundation
American Center for Credit Education
American Century Investments
American Savings Education Council
AOL Money & Finance
B
Bank of America: Personal Finance Tips from Bank of America
Bankrate.com
Barron’s Online: Financial Investment News
Bloomberg.com: Business & Financial News
Broadway Bank
Bureau of Engraving and Printing
C
Calvert Investments
Capitalist Chicks
CardRatings.com: Your Source for Credit Card Information
CBM Credit Education Foundation
Charles Schwab & Co.
Chicago Board Options Exchange
Chicago Mercantile Exchange
ChoiceNerd.com
Cigna
College Savings Bank
ConsumersUnion.org: Nonprofit Publisher of Consumer Reports
Council for Economic Education
Creative Wealth International: Unique Financial Literacy Curriculums
Credit Report
Credit Union National Association
Credit Union National Association: Personal Finance Publications and Resources
D
Decisionpoint.com - Complete Market Research at a Glance
Depositary Receipt Services
DRIP Investor
E
Equis International MetaStock
E*TRADE Securities
F
Fairmark Press Tax Guide for Investors
Federal Citizen Information Center: Publications.USA.gov
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
FINRA: Rules & Regulation
Forbes
Franklin Templeton Investments
Freddie Mac CreditSmart
FTC - Credit & Loans
Futures Trading
G
GAMCO Investors, Inc.: Gabelli Mutual Funds
General Electric: Consumer Finance
Good Money
GreenMoney Journal
H
I
Institute for Financial Literacy
Institute of Consumer Financial Education
Invesco
Investment Company Institute
Investment FAQ
Investopedia
Investor Guide
Investor Home (Investors on the Internet)
Investor Protection Trust
Investors Alley
Investor's Business Daily Web Edition
J
JH Darbie & Co. - Financial Services
K
Kiplinger Online
L
LavaMind - Business Simulation Games
LIFE Foundation
Loomis, Sayles & Company - Investment Management
M
MarketWatch
MoneyMinded.com
Morningstar: Stocks, Mutual Funds, and Investing
Motley Fool: Stock Investing Advice
MSN Money - Personal finance, investing news & advice
N
NASDAQ Stock Market
National Association of Investors Corporation: BetterInvesting - Non-profit Investment Education
National Consumers League
National Foundation for Credit Counseling
National Futures Association
National Youth Involvement Board
North American Securities Administrators Association
O
Options Industry Council
P
PBS NewsHour: Managing Your Money
PitMaster.com: Futures traders helping future traders!
Q
Quicken Personal Finance Software
R
Regal Discount Securities
Renaissance Capital: The IPO Expert
Ric Edelman: The #1 Independent Advisor in the Nation
S
Seaport Securities Corp.
Securities & Exchange Commission: For Students & Teachers
SmartMoney.com
Stockwinners.com
TheStreet.com: Stock Quotes, Financial Market & Wall Street News
StreetSage
Student Credit Cards
T
TD Ameritrade: Online Stock Trading and Investing
TeachMeFinance.com
Thrivent Financial for Lutherans
Top 10 Dot Cons (Scams)
U
University of Minnesota Extension Service: Youth and Family Development
U.S. Securities and Exchange Commission
V
Value Line Investment Research
Vanguard Group
VISA’s Practical Money Skills for Life
W
Women’s Institute for Financial Education
WorldWideLearn: Online Degree Programs from Online Colleges & Universities
X
Y
Young Americans Center for Financial Education
YOUNG MONEY Magazine
YoungBiz: Linking the Classroom to the Real World
Z
