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 / Emergency Financial First Aid Kit / Employee Benefits /

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

___________________________________________________________________________________________________________

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
FDIC Consumer News
Fidelity Investments: Retirement Resource Center
Financial Planning Association: Financial Planning Basics
FINRA - Investor Information
InCharge Consumer Education: Financial Articles & Interactive Calculators
ING DIRECT USA: Tips & Tools
Jump$tart Coalition for Personal Financial Literacy
LifeTuner - Money Management and Advice
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)

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

MetLife: Your Career: 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

FPA: 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
WISER - Debt Collection: What You Need to Know

Divorce

MetLife: Divorce
WISER: Divorce & Widowhood

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
InvestorWords.com

Financial Planners

AICPA: 360 Degrees of Financial Literacy
Certified Financial Planner Board of Standards
FPA: Choosing a Financial Planner
Investor Education Fund Canada

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
Federal Housing Finance Agency
InCharge Institute: Home Ownership

Inheritance

AARP: Inheritance Tips

Insurance

Edelman Financial Services LLC: Confused About Insurance?
FDIC: Deposit 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 in Bonds
Investment Company Institute Education Foundation
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
Ten Steps to a More Secure Financial Future
U.S. Securities and Exchange Commission: Investor.gov: Invest Wisely

Kids - Learning About Money

Bankjr.com
BizWorld Foundation
Bubblebank
FDIC: Money Smart for Young Adults
FDIC: Money Smart for Young Adults: Success Stories and Strategies for the School Year
ING DIRECT’s Planet Orange
Jump$tart Coalition Clearinghouse
Junior Achievement Worldwide
Kids' Finance
Knowledge Adventure: Educational Games for Kids
Making Allowances: Where Kids Learn About Money
Money Savvy Generation: Helping Kids Get Smart About Money
Moonjar: Teaching Children About Money
NEFE High School Financial Planning Program
Prosperity4Kids: Teaching Kids Responsibility with Money
Sovereign Bank Presents: KidsBank.com
The Stock Market Game Program
US Treasury - For Kids
YOUNG MONEY Magazine

Losing a Job

MetLife: Your Career: Losing a Job

Loss of a Loved One

MetLife: Loss of a Loved One
WISER: Divorce & Widowhood

Low-Income

AARP: Financial Assistance

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
FDIC: Money Smart - A Financial Education Program
FPA: How to Save Money
InCharge Institute of America: Money Management
NEFE: Smart About Money
WISER: Money Basics

Moving

MetLife: Your Home: Moving
Prudential Financial: Relocation Services

Mutual Funds

Dupree Mutual Funds
FINRA
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 When Choosing Your Mutual Funds

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

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: Owning a Small Business

Parents/Caretakers

Edelman Financial Services LLC: Kids and Cash
MetLife: Parenting
WISER: Caregiving

Re-entering the Workforce

MetLife: Your Career: Reentering the Workforce

Retirement

AARP: Retirement
Edelman Financial Services LLC: Retirement Planning
IRS: Adding Automatic Enrollment to Section 401(k) Plans -- Sample Amendments
IRS: Life Events That Can Affect Retirement Savings
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 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 Claiming Guide
Social Security Fix-It Book
Social Security Podcast: Deciding When to Start Receiving Retirement Benefits
State Farm: Retirement Planning - Prepare for Tomorrow...Today
U.S. Department of Labor: Taking the Mystery Out of Retirement Planning
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
FDIC: Savings-Related Resources
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

AARP: 99 maneras para ahorrar
AARP: Dinero (información sobre Seguro Social, presupuesto y ahorro, la jubilación, etc.)
Agencia Federal para el Desarrollo de la Pequeña Empresa (U.S. Small Business Administration): Programas y Servicios de la SBA (tópicos incluyen cómo iniciar su negocio, financiamiento para su negocio, asistencia en casos de desastre, etc.)
Alabama Cooperative Extension System: Asuntos del Consumidor-Crédito
Alabama Cooperative Extension System: Asuntos del Consumidor-Finanzas
Alabama Cooperative Extension System: Seguro Social
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.)
Departamento de Instituciones Financieras, Estado de Washington: Temas de educación financiera (información del DFI sobre diversos temas financieros, por ejemplo crédito, personas mayors, niños y estudiantes, robo de identidad, préstamos del día de pago, etc.)
Extensión Cooperativa: “Un consorcio nacional de recursos educativos en Español operado por y para profesionales de Extensión”
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
Federal Citizen Information Center: Recursos/publicaciones del gobierno federal en español
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): Alternativas para recibir los reembolsos de impuestos sobre el ingreso
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
Reserva Federal (Federal Reserve): Pagina de niños de la Reserva Federal
SaveandInvest.org (FINRA, NASAA, & AARP): Cómo combatir el fraude financiero: Consejos inteligentes para los inversionistas mayors
SEC: Fraudes por Afinidad (se aprovecha de grupos religiosos, de ancianos, étnicos o profesionales)
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.
SIFMA, SIPC & NASAA: Entender Sus Declaraciones de la Cuenta de Corretaje
U.S. Commodity Futures Trading Commission: CFTC Aviso al Consumidor -- ¡Cuidado, Alguien Quiere Su Dinero!
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: Lo que toda mujer necesita saber sobre el DINERO y su RETIRO o su JUBILACIÓN
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
ING DIRECT: Tips & Tools
MetLife: Tools & Calculators
State Farm: Calculators

Young Adults

Banking on Our Future
Dollars from Sense: The Beginner's Guide to Managing Money
EdWise - Student Calculator
Escape from Knab: The Adventure
FDIC: Money Smart for Young Adults
Investor Education Fund Canada: Funny Money Educates Youth about Personal Finance
It All Adds Up (personal finance for teens)
Jump$tart Coalition for Personal Financial Literacy
MoneySKILL - Personal Finance Course for Young Adults
North American Securities Administrators Association: Fraud Scene Investigator
Teen Analyst
Teen Consumer Scrapbook: Consumer Education for Teens
University of California Cooperative Extension: Money Talks (a bilingual money management program curriculum aimed at teens)
Wall Street Journal Classroom Edition
YOUNG MONEY Magazine

 

Government

Armed Forces Crossroads
Federal Deposit Insurance Corporation (FDIC)
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 Retirement Personality Profiler
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

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
AOL Money & Finance
Australian Securities & Investments Commission
Australian Securities Exchange

B

Bank of America: Financial Education and Tools
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 Options Exchange
Chicago Mercantile Exchange
ChoiceNerd.com
CIGNA
College Savings Bank
Consumers Union
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
CyberInvest.com

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
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
Financial Peace University
FINRA: Rules & Regulation
Forbes
Franklin Templeton Investments
Freddie Mac CreditSmart
FTC - Credit & Loans
FundAlarm
Futures Trading Systems

G

Gabelli Mutual Funds
General Electric: Consumer Finance Overview
Girl Scouts of the USA
Girls, Inc.
Good Money
GreenMoney Journal

H

I

ICLUBcentral: Software and Tools for Investors and Investment Clubs
Institute for Financial Literacy
Institute of Consumer Financial Education
Insurance Information Institute
Insure.com
Internal Revenue Service
Invesco
Investment Company Institute
Investment Company Institute Education Foundation Grant Opportunity in Washington, DC Metro Area
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
League of American Investors
Learn to Save, a Site for Children & Their Parents
Life and Health Insurance Foundation for Education
Loomis, Sayles & Company - Investment Management

M

MarketWatch
Maryland Public Television - Sense & Dollars
TheMint.org - Fun Financial Literacy Activities for Kids, Teens, Parents and Teachers
Money Math: Lessons for Life
MoneyMinded.com
Morningstar: Stocks, Mutual Funds, and Investing
Motley Fool
MSN Money - Personal Finance and Investing

N

NASDAQ Stock Market
National Association of Investors Corporation
National Association of Real Estate Investment Trusts
National Consumers League
National Foundation for Credit Counseling
National Fraud Information Center
National Futures Association
National Youth Involvement Board
North American Securities Administrators Association

O

Options Industry Council

P

ParentWare Family Bank
Payden & Rygel Investment Management
PBS NewsHour: Managing Your Money
PitMaster.com
Premier Educational Service: Credit Resources
PRS Group: Country Data for International Business

Q

Quicken Personal Finance Software

R

Regal Discount Securities
Renaissance Capital: The IPO Expert
Ric Edelman

S

Seaport Securities Corp.
Securities & Exchange Commission: For Students & Teachers
SmartMoney.com
Social Investment Forum
Springboard - Nonprofit Consumer Credit Management
State Farm Insurance
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
University of Missouri Center for Entrepreneurship & Economic Education
US Securities and Exchange Commission

V

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

W

Wachovia Bank - Personal Finance and Business Financial Services
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 Financial Education
Worldly Investor
WorldWideLearn: The World's Largest Directory of Online Education

X

Y

Young Americans Center for Financial Education
YOUNG MONEY Magazine
YoungBiz Teens

Z