WEBSITES CLASSIFIED
BY SUBJECT: GENERAL FINANCIAL INFORMATION
Items marked
with an asterisk (*) are aimed at the woman reader.
AARP *
http://www.aarp.org/moneyguide/
Money and Work Guide: Articles on financial planning, social security, consumer issues, frauds and scams, etc.
(Articles, Guides)
http://www.aarp.org
Women's Financial Information Program. Seven week workshop series on money management
AARP sponsored, offered by local Extension services, YWCAs, etc. Contact AARP regional offices and ask
for income maintenance representative. Northeast: 617-723-7600. Southeast: 404-888-0077.
Midwest: 312-714-9800. Southwest: 214-265-4?60. West: 206-517-9346. (Courses)
About Checking
http://www.aboutchecking.com/
Introduction to opening and maintaining checking accounts (Guides)
http://www.aboutchecking.com/resourcelinks/index.asp
Resources about checking, credit, and consumer finance (Resource list)
Academy by Cigna/Retirement & Investment Services
http://academy.retire.cigna.com/
Courses (Cyber Study Hall) on investing, retirement, and managing personal finances. Library with information about
personal finance topics, including debt management (Courses, Guides)
ACORN (Association of Community Organizations for Reform Now)
http://www.acornhousing.org/
Community-based, non-profit housing counseling agency providing free mortgage counseling and pre-approval to
first-time homebuyers. Home-buying workshop, credit workshop, budget workshop. Offices nationwide assist in
finding best deals for home repair, mortgage refinancing, debt consolidation and personal loans. (Programs, Workshops)
http://www.acornhousing.org/TEXT/predlend.html
Six steps for a good loan/Fighting predatory lenders (Articles)
American Bankers Association (ABA)
http://www.aba.com/Consumer+Connection/default.htm
Guides to credit, saving, budgeting, introduction to banking, etc. Calculators and tools (Guides, Tools)
American Express
http://finance.americanexpress.com/sif/cda/page/0,1641,4588,00.asp
Tools for financial planning, retirement, mortgage, stocks, mutual funds, budgeting, saving, insurance,
setting your goals, and planning your paycheck (Tools)
http://finance.americanexpress.com/sif/cda/page/0,1641,4584,00.asp
Roadmap to the Future: Online financial planning tool (Tools)
Bank of America
http://www.bankofamerica.com/financialtools
Credit education, tools for savings, investing, debt, and retirement. (Guides, Tools)
Business Week
http://www.businessweek.com/investor/nonips_content/financenter.htm
Learning guides for credit cards, debt, investing, financial planning. Calculators. (Course on-line, Tools)
CBS MarketWatch
http://cbs.marketwatch.com/pf/life/default.asp?id=2&siteid=mktw
Information on credit, saving, investing, and retirement (Guides, Articles)
Citibank
HTTPS://web.da-us.citibank.com/cgi-bin/citifi/scripts/plan_and_tools/FHC/input/fhc_intro.jsp?BV_UseBVCookie=no&M=S
Financial health check: Online evaluation of personal income, expenses, and savings patterns (Evaluation)
Clemson University Extension Services
http://virtual.clemson.edu/groups/psapublishing/Pages/FYD/finplan.htm
Taking Charge in Challenging Times. A workbook for coping with reduced income due to plant closings, divorce,
widowhood, etc. (Courses)
Getting our of debt: A self-help guide. One of several financial planning guides with detailed worksheets (Guides)
Other guides on various financial planning topics are here as well.
CNN money.com
http://www.money.com/money/101/
Money 101: Interactive 25 lesson course on managing finances, guides to debt, investing, retirement.
Comprehensive financial tools and calculators (Courses, Guides, Tools)
Colorado State University Cooperative Extension
Money & Personal Power. An 8 part course on basic financial management concepts. The curriculum handbook,
facilitator's guide, preparation checklists, and handout/overhead masters are available for $48 by mail from Design,
Merchandising and Consumer Sciences, 160 Aylesworth Hall SE, Colorado State University, Fort Collins, CO
80523-1575, or by phone at 970-491-7890. (Course)
Consumer Credit Counseling Service (CCCS) of Atlanta
http://www.cccsatl.org/info.html
Budgeting, savings and credit issues. Is sample of what other CCCS sites have (Guides)
Consumer Federation of America
http://www.consumerfed.org/complaint.pdf
How To Resolve Your Consumer Complaint: Available free via mail (send business size stamped
self-addressed envelope to CFA Publications, 1424 16th Street NW, Suite 604, Washington, DC 20036-2211)
or on-line (Guides )
http://www.consumerfed.org/saveenv.pdf
Save Money & Save the Environment: A Consumer Guide to Buying Energy Efficient Products For the Home.
Available free via mail (send business size stamped self-addressed envelope to CFA Publications,
1424 16th Street NW, Suite 604, Washington, DC 20036-2211) or on-line (Guides )
http://www.consumerfed.org/teachchild.pdf
Teaching Your Children How to Save & Spend. Available free via mail (send business size stamped
self-addressed envelope to CFA Publications, 1424 16th Street NW, Suite 604, Washington, DC 20036-2211)
or on-line (Guides )
Consumers Union
http://www.consumersunion.org/finance/finance.html
Bankruptcy, bank cards, credit bureaus, pay day loans. Some information in both English and Spanish (Articles)
Cooperative Extension System
http://www.reeusda.gov/ecs/Money/moneymgmt.htm
National Extension money management education framework for counselors and educators (Framework)
Credit Union National Association (CUNA)
http://www.cuna.org/data/consumer/advice/advice.html
Articles of all aspects of personal finance (Articles)
http://www.cuna.org/data/consumer/advice/calcs/calculators.html
Savings, budget, retirement, home mortgage, and auto information and calculators (Tools)
CYFERnet Parent and Family: National Network for Family Resiliency
http://www.nnfr.org/econ/index.htm
Family, consumer and personal finance information and guides (Guides)
CYFERnet (Children, Youth and Families Education and Reserach Network)
http://www.cyfernet.org
Family economics and resource management links to articles, educational curricula, guides, etc. (Resource lists)
http://www.cyfernet.org/welfare/curriculum1.html
Sample of available money magaemnt curricula (Resource lists)
Federal Consumer Education Center, GSA
http://www.pueblo.gsa.gov/money.htm
Booklets on money, credit, investing, retirement (Guides)
Federal Reserve Bank of Chicago
http://www.chicagofed.org/consumerinformation/projectmoneysmart/index.cfm
Guides to credit, home mortgages, money, etc., some not on Philadelphia Federal Reserve site (Guides)
Federal Reserve Bank of Dallas
http://dallasfed.org/htm/wealth/index.html
Building wealth: Beginner's guide/workbook to securing one's financial future (Workbook)
Federal Reserve Bank of Philadelphia
http://www.phil.frb.org/consumers/consumerresources.html
Guides to credit, home mortgages, money, etc. from all Federal Reserve branches and the Board of Governors (Guides)
FinanCenter
http://www.financenter.com/products/analyzers/analyzers.fcs
http://www.financenter.com/products/educators/educators.fcs
Learning guides for credit and debt issues, retirement and savings, tools. (Guides, Tools)
Financial Finesse
http://www.financialfinesse.com/ffinesse/jsp/calculators.jsp
Online calculators and financial planning tools (Tools)
Financial Planning Association
http://www.fpanet.org/plannersearch/letsgetspecific.cfm
Guides to cash management, budgeting, retirement, etc. (Guides)
First Union *
http://personalfinance.firstunion.com/pf/cda/fpg/financial_planning_guide_front_page/0,2973,,00.html
Financial planning guide: Guides to saving, investing, mortgages, etc. Available in English and Spanish (Guides)
http://personalfinance.firstunion.com/pf/fpg/section/0,2916,202,00.html
Women and money: Money management, investing, life transitions, resources (Guides)
Firstar
http://www.firstar.com/persfin/persfin.html
Borrowing strategies, financial calculators, etc. (Guides, Tools)
Fleet Boston
http://fleet.smartmoneyuniversity.com/
SmartMoney University covers debt management, banking, retirement, and investing issues (Guides)
http://www.fleet.com/pfs_home.asp
Saving, investing, banking and home finance resources (Guides)
GE Center for Financial Learning
http://www.financiallearning.com/ge/home.jsp
Courses on personal finance topics, including investing, financial planning, and retirement. Also, information on
personal finances (Courses, Guides)
Genesis Financial Services Press
http://www.financialcounseling.net/
Financial counseling: Books and workshops for financial counseling professionals (Resource list)
Genus Credit Management
http://www.genus.org/05toolbox.htm
Personal finance calculators and budget worksheet (Tools)
Girls, Inc. *
http://www.girlsinc.org/ic/page.php?id=3.2.4
MoneySmart sites and economic literacy materials for girls and their parents (Resource list)
http://www.girlsinc.org/gc/page.php?id=8.8
Economic literacy resources for parents of girls (Resource list)
HerBudget.com *
http://www.herbudget.com/
Banking, budgeting, credit, financial planning and insurance guides for women (Guides)
Household Budget Management
http://www.dacomp.com/budget1.html
Budgeting information, including a sample budget (Guides)
Illinois State Treasurer's Office
http://www.state.il.us/treas/Education/BAS.htm
Financial management for children: Bank at School twelve lesson course for fifth and sixth graders (Course)
Institute for Socio-Financial Studies
http://www.isfs.org/frames/isfs-index.html
Information about financial literacy research, curriculum, certification, etc. for professionals (Research studies, Resource list)
Institute of Consumer Financial Education
http://www.financial-education-icfe.org/
Guides and resources for consumer financial issues. Some available in English and Spanish (Guides, Resource list)
iVillage Money Life: Personal Finance for Women *
http://www.ivillagemoneylife.com/
Information for women on debt, credit cards, divorce, retirement, budgeting, investing. Calculators and tools (Guides, Tools)
J.P. Morgan Chase & Company
http://www.chase.com/chase/gx.cgi/FTcs?pagename=Chase/Href&urlname=personal
Personal financial resources: Information about borrowing, investing and retirement (Guides)
Jump$tart Personal Finance Clearinghouse
http://www.jumpstartcoalition.org/search1.html
http://www.jumpstartcoalition.org/mdb/jssearch.cfm
Clearinghouse of materials/media on issues of income, money management, investing and spending (Guides, Videotape)
Kiplinger
http://www.kiplinger.com
Information on cash and credit, retirement, investing, spending and banking. Financial tools and calculators (Guides, Tools)
League of United Latin American Citizens (LULAC)
http://www.lulac.org/
The Art of Financial Building: English and Spanish financial management primer (Guides)
MetLife
http://www.metlife.com/Lifeadvice/Money/index.html
Information on credit, investing, savings, retirement, etc. (Guides)
Michigan State University Extension
http://www.msue.msu.edu/aoe/frm/Educate.htm
Managing Your Money (E1778). An easy-to-follow 8 page guide to developing a budget and a spending and savings
plan to help families achieve financial goals and manage financial resources. $.75 by mail from MSU Extension,
10B Agriculture Hall, Michigan State University, East Lansing, MI 48824-1039. (Guides)
http://www.msue.msu.edu/aoe/frm/E1779.doc
Managing Your Money Worksheet (E1779). 6-page worksheets to accompany the Managing Your Money guide that
help determine family income, debt, major expenses, and fixed and controllable expenses. Also available by mail
at the above address. (Worksheet)
http://www.msue.msu.edu/msue/cyf/family/money2000.html
MONEY 2000 Teaching Module. Each of the seven modules includes a facilitator's guide, participant handout
masters and transparency masters. Topics are: Clarifying Values and Setting Goals , Communicating and Deciding a
bout Money, Calculating Net Worth, Developing a Spending Plan and Tracking Expenses, Pumping up Personal
Savings, Using Credit Wisely and Investing Basics and Mutual Funds. The seven-module set can be ordered for $50
online or by mail at the above address. (Course)
Money 2000 and Beyond: Rutgers Cooperative Extension
http://www.rce.rutgers.edu/money2000/
Personal finance online presentations: Articles on debt, saving and investing (Guides, Articles)
Money Central/Microsoft Network
http://moneycentral.msn.com/
Information on saving, spending, retirement, investing, etc. Calculators for debt, savings, debt consolidation (Guides, Tools)
Montana State University Extension Service
http://www.montana.edu/publications/mt200102.html
Information on money management issues, including payday anticipation loans (Guides)
Ms. Money *
http://www.msmoney.com/index.asp
Articles for women on financial health, banking and credit, investing, life planning, calculators, etc. (Articles, Tools)
National Association of Consumer Agency Administrators
http://www.nacaanet.org/ed.htm
Consumer Central: Bibliography of consumer education resources. Available via or mail (Free. Send a 9"x12"
self addressed envelope with $1.93 in postage affixed to NACAA, 1010 Vermont Avenue, N.W. Suite 514,
Washington, D.C. 20005) or on-line. (Resource list)
National Center on Women & Aging *
http://www.heller.brandeis.edu/national/w&m4fin.pdf
Also available for $2 from the Power Center, WISER, 1920 N Street NW, Suite 300, Washington DC 20036
Resources for women planning for their financial security for women making $30,000 or less. Free or inexpensive
mail or internet publications on general financial planning, savings, investing and retirement (Resource list)
http://www.heller.brandeis.edu/national/w&m3.pdf
Also available free from NCWA (800) 929-1995
Hiring a financial planner: Information on hiring a financial planner, checking credentials, etc. (Guides)
National Community Reinvestment Coalition
http://www.ncrc.org/
Financial Literacy Campaign: Resources and workshops in English and Spanish for professionals (Guides)
National Council on Economic Education
http://www.italladdsup.org/
It All Adds Up: Interactive budgeting, saving and investing (Game)
National Endowment for Financial Education (NEFE)
5299 DTC Boulevard, Suite 1300, Englewood, CO 80111-3334. (Available by mail only)
http://www.nefe.org/pages/multimedia.html
Wealth Care Kit: Worksheets and checklists to evaluate financial situation and map financial plans.(Guides)
How and When to Choose a Financial Planner (Guides)
National Institute for Consumer Education (NICE)
http://www.nice.emich.edu/reslist.html
Savings, debt, credit and consumer issues. Lists of books, software and videotapes for each topic (Resource list)
http://www.nice.emich.edu/car_lessons.html
Cars and Housing: Five mini-lessons for adult and community educators, secondary school teachers, students
and consumers (Course)
http://www.nice.emich.edu/children_lessons.html
Children and Money: One mini-lesson for adult and community educators, secondary school teachers, students
and consumers (Course)
http://www.nice.emich.edu/financial_lessons.html
Financial Management: Ten mini-lessons for adult and community educators, secondary school teachers, students
and consumers (Course)
http://www.nice.emich.edu/fraud_lessons.html
Fraud and Scams: Two mini-lessons for adult and community educators, secondary school teachers, students
and consumers (Course)
http://www.nice.emich.edu/savwebsites.html
Saving and Investing Websites: Websites with market and securities information, educational programs, government
resources, etc. (Resource list)
National Partners for Financial Empowerment
http://www.npfe.org/
Financial education issues in English and Spanish. Resources for financial education, banking, credit and debt
management, savings, etc. Organizations providing information and assistance (Resource list)
Navy Lifelines Services Network
http://www.lifelines2000.org/services/finance/index.asp
Guides to budgeting, major expenses, understanding your income, and using credit (Guides)
NeighborWorks Net
http://www.nw.org/
Financial Life Skills: Three modules (45 hours of education) on basic finance, credit, and consumer education/home
ownership (10 per module, $25 for all three) (Course)
North Carolina State University Cooperative Extension *
http://www.ces.ncsu.edu
http://www.ces.ncsu.edu/resources/consumer/
Money Matters from the Single Parenting Series (FCS-348-4). Aimed at the newly single mother.
Making a budget and making it work (FCS-345). Step-by-step how to budget information. Other basic money
management guides (Guides)
Oxygen *
http://www.oxygen.com/money/
Guides for women to some personal finance issues. Calculators (Guides, Tools)
PNC Bank Learning Link
http://www.pncbank.com/learninglink/
Articles, calculators, tools and Internet resources on all topics of personal finance (Articles, Tools)
Purdue University Extension Publications
http://persephone.agcom.purdue.edu/AgCom/Pubs/cfs.htm
Information on budgeting, consumer education, financial management, savings and investment decisions (Guides)
Quicken
http://www.quicken.com
Information on investing, retirement, saving and spending, including credit and debt issues (Guides)
Rutgers University
http://www.rce.rutgers.edu/pubs/index.html
Fact sheets and bulletins on all issues of family financial management. Some in English and Spanish.
Click on publications list link. (Guides)
Smart Investor/Charles Schwab *
http://www.schwab.com/
Click on Smart Investor tab for the home page with personal finances information. Click again on Women tab for
investing for women: Free workshops on investing basics, life planning, women's investing strategies. Information
on personal finances topics (Guides, Tools, Workshop)
The Dollar Stretcher
http://www.stretcher.com/menu/topic.htm
Hundreds of articles on credit, debt, savings, etc. (Articles)
The Investor's Clearinghouse/Alliance for Investor Education
http://www.investoreducation.org/
Guides for saving, investing, retirement, avoiding scams, etc. (Guides)
The Motley Fool
http://www.fool.com/pf.htm?ref=G02A05
Money management: Guides to debt, retirement, family finances, banking, etc. Tools and calculators (Guides, Tools)
University of Arkansas Cooperative Extension Service *
http://www.arfamilies.org/
Parenting on your own: Credit concerns. Aimed at the newly single mother. Other basic money management
guides in both English and Spanish (Guides)
University of Minnesota Extension
http://www.extension.umn.edu/distribution/businessmanagement/components/7308-what.html
DollarWorks. Teaching guides, handout masters and participant folders for eleven financial literacy topics, $100 (Courses)
University of New Hampshire Cooperative Extension
http://ceinfo.unh.edu/Family/Documents/monymang.htm
Various publications, worksheets and other resources for debt management, savings and investing. Also, family
issues guides and single parenting series. (Guides).
Making Money Work for You. Designed for the working poor. A five-part workshop series to manage debt
and begin savings. Covers goal setting, credit, insurance, stretching resources, spending choices, and making a
spending and savings plan. Cost of curriculum, including teaching outline, workbook and CD with overheads and
PowerPoint presentation is $65.00. Please e-mail Suzann Knight, Suzann.knight@unh.edu for more information
on this new program (Courses).
University of Wisconsin
http://www.uwex.edu/ces/flp/wywork/
Money
When you work (Publication BWYWCS). Activity-oriented modules as part of larger curriculum for
low-income working families and participants in welfare to work programs. Includes lessons, handouts, overheads,
and activity materials. Cost is $30 plus shipping. (Courses)
http://www1.uwex.edu/ces/pubs/showcategories.cfm?theid=3
Guides addressing various family finance issues, many available in English and Spanish. (Guides)
U.S. Bancorp
http://calc.usbank.com/servlet/Show?page=index.html
Calculators for budgeting, savings, investing, retirement, etc. (Tools)
U.S. Consumer Gateway
http://www.consumer.gov/yourmoney.htm
http://www.consumer.gov/yourmoney2.htm
Financial guides to banking, credit, investor education, pensions, retirement, etc. from Federal agencies (Guides)
U.S. Consumer Information Center (CIC)
http://www.pueblo.gsa.gov/cic_text/money/fprights/fprights.htm
Also available (#505H) free from the CIC (888) 878-3256
Your rights as a financial planning client: Information about your relationship with a financial planner (Guides)
http://www.pueblo.gsa.gov/cic_text/money/here2-security/5_steps.htm
Also available (#359F) for $ .50 by mail from the CIC (888) 878-3256
From here to security: Your map to financial freedom. In-depth guide to developing a financial plan (Guides)
U.S. Securities and Exchange Commission (SEC)
http://www.sec.gov/investor/pubs/toolkit.htm
Financial Facts Toolkit: Brochures and resources on savings, investing, retirement, etc. Includes Get the facts: The SEC's
roadmap to saving and investing; Ballpark estimate of retirement needs worksheet (also in Spanish); Top 10 ways to
beat the clock and prepare for retirement; invest wisely, and introduction to mutual funds (Guides, Worksheet, Tools)
Roadmap and Invest wisely available free from the SEC (800) 732-0330
Ballpark estimate available free from the Pension and Welfare Benefits Administration (800) 998-7542
Top ten ways (#591F) available free from the Consumer information Center (888) 878-3256
U.S. Treasury Financial Services Education Coalition
http://www.fms.treas.gov/eft/educ/helping.html
Helping People in Your Community Understand Basic Financial Services. Guide to banking for community educators
in English and Spanish (Guides)
http://www.fms.treas.gov/eft/educ/consumer-facts.pdf
http://www.fms.treas.gov/eft/educ/consumer-factsspanish.pdf
Consumer fact sheets on banking in English and Spanish (Guides)
U.S. Treasury, Comptroller of the Currency
http://www.occ.treas.gov/Advlst01.htm
http://www.occ.treas.gov/ftp/advisory/2001-1a.pdf
Financial literacy resource directory. Descriptions and contact information of organizations with financial literacy initiatives
(Resource list)
University of Minnesota Extension
http://www.extension.umn.edu/distribution/businessmanagement/components/7308-what.html
DollarWorks. Teaching guides, handout masters and participant folders for eleven financial literacy topics, $100 ( Course)
USDA Economic and Community Systems
http://www.reeusda.gov/ecs/family/fedirect.htm
Cooperative Extension Systems. Listing of state Cooperative Extension Family Economics Specialists (Resource list)
Vanguard Group
http://majestic.vanguard.com/EPA/DA
Ten on-line courses on investing and retirement. Personal finances information. (Courses on-line, Guides)
Visa Money Choices
http://www.moneychoices.com/
Five courses on basic personal finances, including credit and debt management, in English and Spanish (Courses)
Wachovia
http://www.wachovia.com/default_main.asp
Personal finance library on budgeting, investing, retirement, saving, etc (Guides)
Washington Mutual Bank/Bank United
http://www.invest1to1.com/invest1to1/
Savings, investing and retirement education with calculators, tools, mini-courses and glossary from beginner to expert
(Guides, Courses)
Women's Institute for a Secure Retirement (WISER) *
http://www.wiser.heinz.org/power2000.html
Power 2000: Take control of your financial future (for women). Training for community partners to offer Power 2000
to increase financial literacy of midlife and older women (Training)
http://www.wiser.heinz.org/powercenter_fact_sheets.html
Information for women on saving, investing, divorce, retirement. Links to other resources. (Articles, Guides)
RETURN TO WEBSITES CLASSIFIED BY SUBJECT