Financial Literacy Resources

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Personal Money Management

MyMoney Five Tools

Learn new ways to make the most of your money

Making the most of your money starts with five building blocks for managing and growing your money -- The MyMoney Five. Keep these five principles in mind as you make day-to-day decisions and plan your financial goals.

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Managing Your Money - Consumer.gov

Helpful guides brought to you by Consumer.gov

Guides on setting up a budget, opening a bank account, buying a car, and much more.

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Know Your Net Worth - FINRA

Monitor and calculate your net worth to meet financial goals

As you prepare to invest, you'll need to assess your net worth. It's not hard: add up what you own and subtract what you owe. Creating a net worth statement, and updating it each year, will help you monitor your financial progress and meet financial goals. It will also enable you to calculate how much you have (or don't have) to invest.

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Budget Worksheets

Quickly become a budget pro!

Printable budget worksheets for households, vacation, retirement, and more

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AmericaSaves

Put your savings first and create a plan

Make a commitment to yourself and create a simple savings plan that actually works.

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Banking & Credit

Banking Products - FINRA

Explore banks vs credit unions and learn about account types and more

This resource explains the services and products that banks and credit unions provide. It includes information about savings accounts, money market accounts, certificates of deposit (CDs), and federal insurance.

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FDIC's BankFind Tool

Browse FDIC-insured institutions near you

BankFind allows you to access detailed information about all FDIC-insured institutions, including branch locations, the bank's official website, the current operating status of your bank, and the regulator to contact for additional information and assistance.

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My Credit Union

A top resource for learning more about Credit Union operations

MyCreditUnion.gov is the National Credit Union Administration’s (NCUA) consumer education portal. NCUA is the federal agency that regulates, charters, and supervises federal credit unions. It operates and manages the National Credit Union Share Insurance Fund (NCUSIF), which insures the deposits of account holders in all federal credit unions and the majority of state-chartered credit unions.

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Credit Union Locator

Find the right Credit Union for your needs

An National Credit Union Administration tool that allows you to find credit unions near you by name, charter number, or location.

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How Your Credit Score Impacts Your Financial Future - FINRA

Just how important is a strong credit score?

This is an overview of the importance of good credit. Topics include: how your credit score affects you, determining your credit score, what helps and hurts a credit score, and good credit puts money in our pocket.

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Consumer.gov - Credit and Loan Guide

Learn the basics of borrowing, credit & debt management

Consumer.gov’s Credit, Loans, and Debts guide covers the basics of borrowing, credit, and debt management. The easy-to-understand primers on your credit history and using credit help answer questions about establishing good credit, what credit history is, and how to obtain credit reports.

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Federal Reserve Consumer Help - Credit Reports and Scores

For all your credit and credit score related questions

Explore this resource to learn how your credit history is compiled, how to check a credit report and score, and other questions related to your credit.

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Bank Rate

A quick way to compare interest rates or calucate payments

Compare interest rates for checking, savings accounts, prepaid cards, credit cards, secured credit cards and other loans. Calculate your estimated payments.

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Investing

Investor.gov

Learn the basics of investing

Included topics are: investment products, how the markets work, and the role of the SEC.

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Investing Basics - FINRA

About this resource:

Step-by-step guides to investing

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Market Data Center - FINRA

Find leading market and investment information and research

This comprehensive tool is designed to assist investors with market and investment research, both through the market data information provided as well as through the FINRA Investor Education material and tools.

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Beginners' Guide to Understanding Your Financial Statement

Learn how to read a financial statement like a pro

A SEC resource that is useful for questions such as how to balance a balance sheet. It explains three main financial statements that a potential investor should review: balance sheets, income statements, cash flow statements.

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401(K) Investing Guide - FINRA

Get familiar with your retirement options

Resource for introducing the different types of retirement plans.

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Mutual Funds - FINRA

About this Resource:

Learn more about mutual funds, including types, fees and expenses, and risks.

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Retirement

Social Security Benefits

Explore Social Security planning in depth

Estimate your benefit amount, determine when to apply, and explore other factors that may affect your retirement planning.

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Retirement Toolkit

A multi-agency guide to retirement planning and security

This retirement toolkit is brought to you by the three federal agencies involved in key elements of your retirement planning and security: the Department of Labor, the Social Security Administration, and the Centers for Medicare & Medicaid Services.

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Retirement Plans

An IRS guide to different types of retirement plans

The guide from the Internal Revenue Service is a helpful resource for understanding the different types of retirement plans. The guide guide provides extensive coverage of many frequently asked questions on a variety of retirement plan topics, such as types of plans, rollovers, loans, contributions, and investments

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Retirement Plans for Self Employed People

Resources for self-employed retirement plans

The Internal Revenue Service’s guide to retirement plans for self-employed individuals.

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Managing Retirement Income

This resource covers managing different sources of retirement income

This resources addresses managing investment portfolios, selecting payout methods, taxation of retirement income, working in retirement, long-term planning, and planning for health care costs.

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When Should You Retire

Help determine your ideal retirement age

This interactive guide from the Social Security Administration walks users through a series of questions to determine the best decision for their particular situations.

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Estate Planning

Legal Forms - Gale Database

Understand common legal procedures with ease

Gale LegalForms helps patrons understand common legal procedures through access to authentic, professional legal documents for businesses and it is the only electronic reference to offer legal forms that are truly state-specific. Included: Georgia Will and Trust forms. *Must have library card to access database*

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ABA Guide to Estate Planning

A helpful overview to estate planning

The American Bar Association’s guide provides a helpful overview of estate planning.

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Estate Planning: Wills, Trust, and Probate

Learn more about what's involved in Estate Planning

A free, do-it-yourself guide to estate planning from Nolo.

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Checklist for Executors

A duty checklist for executors

Nolo’s checklist details steps and duties involved in being an executor

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Living Wills, Health Care Proxies, Health Care Directives, Trusts

Aquaint yourself with the ins and outs of health related legal responsibilities

A guide that covers health and financial topics to consider when planning for your care when you can no longer make decisions due to serious illnesses and other physical conditions.

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Scam and Fraud Protection

How to Avoid Fraud

Learn the best ways to spot scams and protect your assets

This guide provides tips and tutorials on how to spot a scam and protect one’s assets. It also includes links to news and alerts about suspicious investment offers.

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Recovering From Identity Theft

The official guide to recovering after a breach of your personal information

The Federal Trade Commission's guide for those who have been victimized or who want to protect their personal information

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How to Tell if Someone is Using Your Identity

Spot the signs of identity theft as early as possible

This resource shares some of the ways thieves might use your stolen information and signs you can look out for

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How to Report Identity Theft

Steps to report identity theft

Federal Trade Commission site to report identity theft.

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Identify Theft and Online Security

Learn best practices for protecting your information oline

This Federal Trade Commission page discusses how to protect your personal information and privacy, stay safe online, and help your kids do the same.

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Protect Your Money - FINRA

A risk assessment resource for investors

Comprehensive information for investors. Some tools include risk meter, scam meter, investor alerts, and broker check.

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FBI - Scams and Safety

Protect yourself and your family from scams and fraud

This site from the Federal Bureau of Investigation provides many excellent resources for consumers to protect themselves from becoming victims of fraud. They include: common fraud schemes, on the Internet, and protecting Your Kids.

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File a Complaint

How to report cyber crimes

The Internet Crime Complaint Center, or IC3, is the Nation’s central hub for reporting cyber crime.

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Kids & Money

Money as You Grow: Help for Parents and Caregivers

Help your kids learn about personal finance

Created by the Consumer Financial Protection Bureau, this resource teaches children about personal finance. This site includes a series of activities and conversation starters organized by developmental stages from young child to young adult.

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Money as You Grow Bookshelf

A list of recommended books on the topic of money

It's important to you to get the most out of reading time with your child. Money as You Grow Bookshelf lets you build on the time you may already spend reading together, and helps you bring money topics to life through storytime. Provides a list of recommended books.

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Money Smart for Young People

Free lessons for all age levels to aid in financial literacy

This FDIC series includes free lesson plans that educators, parents, and caregivers can use with young people of various age levels, from pre-k through high school.

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TreasuryDirect Kids

A children’s portal sponsored by the U.S. Treasury

A children’s portal sponsored by the U.S. Department of the Treasury. It explains the role of the Bureau of Fiscal Service in financing and operating the federal government. There are several videos and games to teach children about saving, investing, debts, and bonds.

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TreasuryDirect Kids

Learn how to earn, save and spend with interactive games

Interactive games from ALA and FINRA’s Foundation teach children ages 7 to 11 about earning, saving, and spending money.

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Con 'Em If You Can

Learn how to earn, save and spend with interactive games

Interactive games from ALA and FINRA’s Foundation teach children ages 7 to 11 about earning, saving, and spending money.

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