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 - 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 / 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
Ask CFPB (Consumer Financial Protection Bureau)
Consumer Federation of America: Consumer Information
Consumer Financial Protection Bureau: CFPB Bulk Publications
Edelman Financial Services LLC: Comprehensive Financial Planning
FDIC Consumer News
Jump$tart Coalition for Personal Financial Literacy
Online Nurse Practitioner Programs: Definitive List of Governmental Nursing Resources on the Web
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)

FDIC: Reverse Mortgages: What Consumers and Lenders Should Know
Office of the Comptroller of the Currency (OCC): Reverse Mortgages: Are They for You?


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): Consumer Alternatives for Receiving Income Tax Refunds
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


American Bankruptcy Institute
Bankruptcy from Martindale

Being Single Financial Planning: Singles and Money

Changing Jobs

Northwestern Mutual: Changing Jobs


Colleges and Find a College, University or Trade School Near You to Get Started!
Consumer Financial Protection Bureau: Paying for College
CRS Report for Congress: Tax-Preferred College Savings Plans: An Introduction to 529 Plans
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

Consumer Fraud/Investor Protection

Federal Trade Commission: Protecting America's Consumers
FINRA: Investor Protection 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

CBM Credit Education Foundation Best Credit Cards for Students in 2015

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


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: Employee Benefits

Estate Planning

Ameriprise Financial: Estate planning
MetLife: Estate Planning

Financial Glossaries

Financial Dictionary
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 Basics
Omyen Corp.: 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
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)


AARP: Grandparent Resources
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
Federal Housing Finance Agency
InCharge Debt Solutions: Buying a Home
VA Home Loan Centers


AARP: Choice of a Lifetime: Making the decision of who gets what
Ameriprise Financial: Managing an inheritance


Edelman Financial Services LLC: Insurance
FDIC: Deposit Insurance
Insurance Information Institute
National Association of Insurance Commissioners (NAIC)


Alliance for Investor Education: The Investor's Clearinghouse
American Association of Individual Investors
BondsOnline: Income Investor Tools
Financial Industry Regulatory Authority Investing, Stock Quotes and Research
SIFMA: Investor Educational Resources
U.S. Securities and Exchange Commission:

Kids - Learning About Money
Jump$tart Coalition Clearinghouse
Junior Achievement USA
Kids' Finance - Fun Financial Literacy Activities for Kids, Teens, Parents and Teachers
NEFE High School Financial Planning Program
The Stock Market Game Program
US Treasury - Kids Zone
Value Stock Guide: Tools for Teaching: The Stock Market Game
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: Cost of Care: Annual Long-Term Care Survey

Losing a Job

Northwestern Mutual : Losing Your Job

Loss of a Loved One

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


AARP: Low-Income Assistance


Ameriprise Financial: Getting married or newly married


Military Money
Military Saves

Money Management
Consumer Financial Protection Bureau: Managing Someone Else's Money
FDIC: Money Smart - A Financial Education Program
InCharge Debt Solutions: Money 101
NEFE: Smart About Money
WISER: Money Basics


Brookfield Global Relocation Services

Mutual Funds

Dupree 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)
Wi$eUp - Financial Education Program for Generation X & Y Women

Owning a Small Business

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
WISER: Caregiving

Re-entering the Workforce

Monthly Labor Review: "Reentering the labor force after retirement"


AARP: Retirement Planning
CFA Institute: Essentials of a More Secure Retirement
Choose to Save: Ballpark E$timate®
Edelman Financial Services LLC: Retirement & Estate Planning
Financial Mentor®: Retirement Calculators
Genworth Financial: Annuity Solutions: Achieving Your Retirement Goals
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
The MetLife Retirement Readiness Index: Are Americans Prepared for the Transition?
The MetLife Retirement Readiness Workbook: Are You Prepared for the Transition?
Retirement Made Simpler: Helping You Automate Your 401(k) Step-by-Step (for employers)
Retirement Security Project - Brookings
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)
CRS Report for Congress: Saving Rates in the United States: Calculation and Comparison
Edelman Financial Services LLC: Investment Management Services
FDIC: Savings-Related Resources
FINRA: Types of Investments
WISER: Saving & Investing

Social Security

National Academy of Social Insurance 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): 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?
National Council of La Raza: El Seguro Social: Lo que la comunidad latina debe saber
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): Folletos de la Reserva Federal en Español (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: 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
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
IRS Forms and Publications

Tools, Calculators, and Games

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

Young Adults

Banking on Our Future
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
Maryland Public Television - Sense & Dollars
MoneySKILL - Personal Finance Course for Young Adults Investing Made Easy
TopTenReviews: College Student Guide to Personal Finance



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
InCharge® Education Foundation
National Endowment for Financial Education

For Profit Organizations

MetLife: Online Retirement Income Quiz Launched

Non-Profit Organizations

Social Science Research Network - for research on financial studies

Alphabetical Listing of Resources


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

B Business & Financial News
Broadway Bank
Bureau of Engraving and Printing


Calvert Investments
Capitalist Chicks
Charles Schwab & Co.
College Savings Bank Nonprofit Publisher of Consumer Reports
Credit Report


Defined Contribution Institutional Investment Association
Depositary Receipt Services
DRIP Investor


Edelman Financial Services LLC
E*TRADE Financial Corporation

F Tax Guide for Investors
Federal Reserve Bank of Dallas - Building Wealth: A Beginner’s Guide to Securing Your Financial Future
Federal Reserve Board Consumer Information
Federal Reserve Education
Federal Trade Commission - Consumer Information
FINRA: Rules and Guidance
Franklin Templeton Investments
Freddie Mac CreditSmart


GAMCO Investors, Inc.: Gabelli Mutual Funds
Good Money
GreenMoney Journal



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


JH Darbie & Co. - Financial Services
John Hancock


Kiplinger Online


LavaMind - Business Simulation Games
Life Happens
LPL Financial


Morningstar: Independent Investment Research
Motley Fool: Stock Investing Advice
MSN Money - Personal finance, investing news & advice


NASDAQ Stock Market
National Association of Investors Corporation: BetterInvesting - Non-profit Investment Education
National Consumers League
National Foundation for Credit Counseling
National Futures Association
North American Securities Administrators Association


Options Industry Council


PBS NewsHour: Economy How To Trade Commodity Futures & Forex


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
TIAA-CREF Institute


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


Value Line Investment Research
Vanguard Group
Visa: Practical Money Skills for Life


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