Resources
Money Management
Credit& Debt
Public Assistance
Savings & retirement
investing
insurance
taxes
fraud protection
Money Management
CFPB Budgeting Tools: consumerfinance.gov/consumer-tools/budgeting/
Interactive tools and guides for creating and maintaining a budget.
Jump$tart Coalition for Personal Financial Literacy: jumpstart.org
National nonprofit for K–college financial literacy education.
National Endowment for Financial Education (NEFE): nefe.org
Research-based financial education tools for adults and educators.
Consumer.gov: consumer.gov
Easy-to-read government site covering credit, debt, and consumer protection basics.
360 Degrees of Financial Literacy: 360financialliteracy.org
Nonprofit resource from the American Institute of CPAs with calculators and guides.
Interactive tools and guides for creating and maintaining a budget.
Jump$tart Coalition for Personal Financial Literacy: jumpstart.org
National nonprofit for K–college financial literacy education.
National Endowment for Financial Education (NEFE): nefe.org
Research-based financial education tools for adults and educators.
Consumer.gov: consumer.gov
Easy-to-read government site covering credit, debt, and consumer protection basics.
360 Degrees of Financial Literacy: 360financialliteracy.org
Nonprofit resource from the American Institute of CPAs with calculators and guides.
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Credit & Debt
Annual Credit Report: annualcreditreport.com
The only official site to get free credit reports from Equifax, Experian, and TransUnion.
Consumer Financial Protection Bureau (CFPB): consumerfinance.gov
Tools, guides, and complaint system for credit cards, loans, and debt collection.
Federal Trade Commission (FTC): consumer.ftc.gov/topics/credit-loans-debt
Government information about credit scores, borrowing, and dealing with debt collectors.
National Foundation for Credit Counseling (NFCC): nfcc.org
Nonprofit credit counseling and debt management resources.
The only official site to get free credit reports from Equifax, Experian, and TransUnion.
Consumer Financial Protection Bureau (CFPB): consumerfinance.gov
Tools, guides, and complaint system for credit cards, loans, and debt collection.
Federal Trade Commission (FTC): consumer.ftc.gov/topics/credit-loans-debt
Government information about credit scores, borrowing, and dealing with debt collectors.
National Foundation for Credit Counseling (NFCC): nfcc.org
Nonprofit credit counseling and debt management resources.
Public Assistance
Benefits.gov: benefits.gov
Find and apply for federal and state assistance programs.
Supplemental Nutrition Assistance Program (SNAP): fns.usda.gov/snap
Information on food assistance eligibility and benefits.
Medicaid: medicaid.gov
Information on Medicaid and CHIP health coverage for low-income individuals and families.
HUD Exchange: hudexchange.info
Housing programs and rental assistance information.
CLIFF Snapshot: emar-data-tools.shinyapps.io/cliff_snapshot/
The CLIFF Snapshot helps workers see how changes in wages, hours, or public assistance affect their financial stability.
Find and apply for federal and state assistance programs.
Supplemental Nutrition Assistance Program (SNAP): fns.usda.gov/snap
Information on food assistance eligibility and benefits.
Medicaid: medicaid.gov
Information on Medicaid and CHIP health coverage for low-income individuals and families.
HUD Exchange: hudexchange.info
Housing programs and rental assistance information.
CLIFF Snapshot: emar-data-tools.shinyapps.io/cliff_snapshot/
The CLIFF Snapshot helps workers see how changes in wages, hours, or public assistance affect their financial stability.
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Savings and Retirement
MyMoney.gov: mymoney.gov
U.S. government site on all aspects of financial literacy including saving, investing, spending, and protection.
America Saves: americasaves.org
National campaign by the Consumer Federation of America to encourage saving habits.
Social Security Administration (SSA): ssa.gov
Official source for Social Security benefits and retirement planning.
Department of Labor Retirement Toolkit: dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/retirement-toolkit
Federal guide to saving and managing retirement benefits.
U.S. government site on all aspects of financial literacy including saving, investing, spending, and protection.
America Saves: americasaves.org
National campaign by the Consumer Federation of America to encourage saving habits.
Social Security Administration (SSA): ssa.gov
Official source for Social Security benefits and retirement planning.
Department of Labor Retirement Toolkit: dol.gov/agencies/ebsa/about-ebsa/our-activities/resource-center/publications/retirement-toolkit
Federal guide to saving and managing retirement benefits.
Investing
Investor.gov: investor.gov
Official SEC site for investors to learn about investing, avoid fraud, and use financial calculators.
Financial Industry Regulatory Authority (FINRA): finra.org/investors
Regulator-backed resource with unbiased investing guides, brokerage information, and tools to check advisors or firms.
Morningstar Investor Education: morningstar.com/lp/investor-education
Independent investment research firm offering free lessons on mutual funds, ETFs, and portfolio building.
Official SEC site for investors to learn about investing, avoid fraud, and use financial calculators.
Financial Industry Regulatory Authority (FINRA): finra.org/investors
Regulator-backed resource with unbiased investing guides, brokerage information, and tools to check advisors or firms.
Morningstar Investor Education: morningstar.com/lp/investor-education
Independent investment research firm offering free lessons on mutual funds, ETFs, and portfolio building.
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Insurance
Healthcare.gov: healthcare.gov
Marketplace for health insurance enrollment and coverage education.
National Association of Insurance Commissioners (NAIC): content.naic.org
Regulator-backed resource for understanding insurance products including auto, home, and life insurance.
Medicare: medicare.gov
Official federal site for Medicare coverage and enrollment.
Insurance Information Institute: iii.org
Nonprofit organization explaining various insurance types and consumer protections.
Marketplace for health insurance enrollment and coverage education.
National Association of Insurance Commissioners (NAIC): content.naic.org
Regulator-backed resource for understanding insurance products including auto, home, and life insurance.
Medicare: medicare.gov
Official federal site for Medicare coverage and enrollment.
Insurance Information Institute: iii.org
Nonprofit organization explaining various insurance types and consumer protections.
Taxes
Internal Revenue Service (IRS): irs.gov
Official federal tax information, forms, and tools like “Where’s My Refund?”.
Taxpayer Advocate Service: taxpayeradvocate.irs.gov
Independent organization within the IRS that helps taxpayers resolve issues.
USA.gov Taxes: usa.gov/taxes
Centralized hub for federal and state tax resources.
Free Tax Prep Help (via IRS): freetaxassistance.for.irs.gov/s/sitelocator
Official federal tax information, forms, and tools like “Where’s My Refund?”.
Taxpayer Advocate Service: taxpayeradvocate.irs.gov
Independent organization within the IRS that helps taxpayers resolve issues.
USA.gov Taxes: usa.gov/taxes
Centralized hub for federal and state tax resources.
Free Tax Prep Help (via IRS): freetaxassistance.for.irs.gov/s/sitelocator
Find IRS Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) near you.
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Fraud Protection
IdentityTheft.gov: identitytheft.gov
Official government resource for reporting and recovering from identity theft.
Federal Trade Commission (FTC) Scams: consumer.ftc.gov/scams
Education and alerts on current scams and fraud prevention.
Cybersecurity & Infrastructure Security Agency (CISA): cisa.gov
Tips on protecting personal and financial information online.
Official government resource for reporting and recovering from identity theft.
Federal Trade Commission (FTC) Scams: consumer.ftc.gov/scams
Education and alerts on current scams and fraud prevention.
Cybersecurity & Infrastructure Security Agency (CISA): cisa.gov
Tips on protecting personal and financial information online.