Resources
RESOURCES -- Links by Topic or Life Event

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

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

Debt Management – Getting Help / Divorce / Emergency Financial First Aid Kit / Employee Benefits /

Estate Planning / Financial Glossaries / Financial Planners / Financial StudiesGrandparents

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)
Ameriprise Financial: Financial Planning Advice and Financial Advisors
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
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 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)

Bankruptcy

American Bankruptcy Institute
Bankruptcy from Martindale

Being Single

Edelman Financial Services LLC: Single - On Your Own

Changing Jobs

MetLife: Changing Jobs

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: Consumer Information
Federal Trade Commission: Protecting America's Consumers
FINRA: Investor Protection
New Mexico Securities Division: Protect Your Money from Fraud
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)

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

Financial Glossaries

American Council of Life Insurers: Glossary
Financial Dictionary

Financial Planners

AICPA: 360 Degrees of Financial Literacy
Certified Financial Planner Board of Standards

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: 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

Alliance for Investor Education
American Association of Individual Investors
BondsOnline: Income Investor Tools
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
SIFMA: Investor Educational Resources
The Stock Market Game Program
Ten Steps to a More Secure Financial Future
WISER: Investments

Kids - Learning About Money

BizWorld Foundation
Bubblebank
Columbia Management - Young Investor
ING DIRECT’s Planet Orange
Investing in KIDS Corporation
Investment Company Institute: Online Resources for Young Investors
Jump$tart Coalition Clearinghouse
Knowledge Adventure: Educational Games for Kids
Making Allowances: Where Kids Learn About Money
Money Savvy Generation
Moonjar: Teaching Children About Money
NEFE High School Financial Planning Program
Prosperity4Kids: Teaching Kids Responsibility with Money
Sovereign Bank Presents: KidsBank.com
State Farm: Kid Stuff
US Treasury - For Kids
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: Financial Assistance
WISER: Money Basics

Marriage

Edelman Financial Services LLC: Wedding Tips
MetLife: Getting Married

Military

Military Money Magazine
Military Saves
North America Military Financial Education Center

Money Management

CNNMoney.com
InCharge Institute of America: Money Management
NEFE: Smart About Money
WISER: Money Basics

Moving

MetLife: Moving
Prudential Financial: Relocation Services

Mutual Funds

Dupree Mutual Funds
FINRA
Investment Company Fact Book
Investment Company Institute: Get the Facts About Mutual Funds
Investment Company Institute: Investor Education Resources
Monetta Mutual Funds
Mutual Fund Investor’s Center
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: Parenting
WISER: Caregiving

Re-entering the Workforce

MetLife: Reentering the Workforce

Retirement

AARP: Financial Planning and Retirement
Edelman Financial Services LLC: Retirement Planning
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)
Social Security Podcast: Deciding When to Start Receiving Retirement Benefits
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

Invertir con Exito (Investing for Success)
WISER: Dinero & Retiro

Taxes

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

Tools, Calculators, and Games

FINRA: Tools & Calculators
ING DIRECT: Tips & Tools

MetLife: Tools & Calculators
State Farm: Calculators

Young Adults

Consumer Jungle: Promoting Consumer Literacy for Young Adults
Dollars from Sense: The Beginner's Guide to Managing Money
EdWise - Student Calculator
Escape from Knab: The Adventure
It All Adds Up (personal finance for teens)
Jump$tart Coalition for Personal Financial Literacy
MoneySKILL - Personal Finance Course for Young Adults
Smith Barney Young Investors Network
Teen Analyst
Teen Consumer Scrapbook: Consumer Education for Teens
Wall Street Journal Classroom Edition
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® Education Foundation
Jump$tart Coalition: Financial Smarts for Students
National Endowment for Financial Education: A nonprofit foundation partnering for financial well-being
Plan for Your Health - an online source for health benefits knowledge

For Profit Organizations

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 Index
About.com: Business & Finance
AFSA Education Foundation
American Bankers Association Education Foundation
American Center for Credit Education
American Century Investments
American Savings Education Council
Ameritrade
AOL Money & Finance
Australian Securities & Investments Commission
Australian Securities Exchange

B

Bank High School
Bank Jr!
Bank of America: Financial Education and Tools
Banking on Our Future
Bankrate.com
Barron’s Online: Financial Investment News
Bloomberg.com
Broadway Bank
Bullbear.com
Bureau of Engraving and Printing
Business Week Online: Investing

C

Calvert Investments
Canadian Bankers Association: Your Money
Capitalist Chicks
CardRatings.com
CBM Credit Education Foundation
Charles Schwab & Co.
Chicago Board of Trade
Chicago Board Options Exchange
Chicago Mercantile Exchange
ChoiceNerd.com
CIGNA
College Savings Bank
Consumer Debit Resource
Consumers Union
Council for Economic Education
Creative Wealth International: Unique Financial Literacy Curriculums