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Your Guide to Personal and Small Business Financial Education

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Resources

Collections

Wells Fargo provides a treasure trove (too many to list here) of financial education resources for everyone: https://wellsfargoworks.com and https://www.wellsfargo.com/financial-education/. They also offer a progam named Hands on Banking, which is also available in Spanish (www.elfuturoentusmanos.org). Additionally, Wells Fargo offers a great resource for students: Your 5 Step Guide to Paying for College (www.wellsfargo.com/fivesteps).

An extensive collection of materials for small business provided by the SBA: https://www.sba.gov/tools/sba-learning-center/search/training

The FDIC offers a full suite of Money Smart, a comprehensive financial education curriculum designed to help individuals and small business owners enhance their financial skills and create positive banking relationships. The Money Smart curriculum for consumers is available free of charge in several versions: Instructor-led curricula for adults available in nine languages and Braille and large print versions for the visually impaired; Instructor-led curricula series for young people in grades pre-K through 12; A stand-alone instructor-led module that targets the needs of older adults (age 62 and older) in English and Spanish; A self-paced Computer-Based Instruction (CBI) format online for ages 13 and over in English and Spanish; A portable audio (MP3) version; And Money Smart for Small Business instructor-led curriculum focusing on the needs of new or existing entrepreneurs in English and Spanish.

Blogs

Cash Chat  http://financialinfoforwomen.wordpress.com/

Clearpoint Credit Counseling Solutions http://www.clearpoint.org/blog/

MintLife Blog:  http://www.mint.com/blog/

Money Talks News:  http://www.moneytalksnews.com/

On the Money Magazine: http://www.onthemoneystl.org/

Banking

Bank On Save Up St Louis (has good info that applies in New Mexico):  www.getbankednow.org

Borrowing Money (Lending)

Credit and Loans:  http://www.consumer.ftc.gov/topics/credit-and-loans

MyMoney.gov http://www.mymoney.gov/borrow/Pages/borrow.aspx

Payday Loans:  http://www.consumerfinance.gov/blog/category/payday-loans/

Small business

SCORE – Free Business Mentoring and Education: https://www.score.org/

Children and Youth

“Financial Firsts” for teachers:  http://www.clearpoint.org/financial-firsts-for-teachers/

Federal Reserve Bank of Dallas: https://www.dallasfed.org/educate

Federal Reserve Bank of Kansas City:  https://www.kansascityfed.org/education/consumer

Junior Achievement (students): https://www.jamyway.org/

Junior Achievement (teachers or volunteers): https://wwww.newmexicoja.org

Kids and Money: Teaching Children to Manage Their Finances: http://www.stlouisfed.org/community_development/assets/pdf/kids_and_money.pdf

Money Math: http://www.treasurydirect.gov/indiv/tools/tools_moneymath.htm

MyMoney.gov – Youth Resources: http://www.mymoney.gov/Pages/for-youth.aspx

Consumer Issues

Better Business Bureau company directory/reviews:  www.bbb.org

Direct Marketing Association opt-out:  www.dmachoice.org

Federal Trade Commission: www.ftc.gov

National “Do Not Call” Registry:  www.donotcall.gov

Credit

Credit Reports http://www.federalreserve.gov/creditreports/default.htm

Credit Scores www.myfico.com

Free annual credit report www.annualcreditreport.com

Free credit reports http://www.consumer.ftc.gov/articles/0155-free-credit-reports

Debt

Chestnut Credit Counseling:  http://www.chestnut.org

Clearpoint Credit Counseling Solutions:  http://www.clearpoint.org/

Fair Debt Collection Practices Act:  http://www.consumer.ftc.gov/articles/0149-debt-collection

National Foundation for Credit Counseling: http://www.nfcc.org/

General Financial Education (many topics)

Consumer Financial Protection Bureau: www.consumerfinance.gov

Federal Financial Literacy and Education Commission www.mymoney.gov

Office of the Comptroller of the Currency http://www.occ.gov/topics/community-affairs/resource-directories/financial-literacy/index-financial-literacy.html#BasicFinancialLiteracy

Smart About Money (NEFE) http://www.smartaboutmoney.org/

On-line Curriculum/Training/Videos

Khan Academy – Better Money Habits: https://www.bettermoneyhabits.com/

“Financial Firsts” for teachers:  http://www.clearpointccs.org/financial-firsts-for-teachers/

BBB/Clearpoint financial tip videos:  http://www.bbb.org/council/news-events/lists/tips-sponsored-by-clearpoint-credit-counseling-solutions/

Clearpoint Debt Collection Podcasts: http://clearpoint.org/resource-center/podcasts

Clearpoint University www.u.clearpointccs.org

Relationships and Money

A lighter look at love and money:  http://www.repaydebt.org/wcc_contest/penny-bags-a-buck-episode-1-giveaway

Dave Ramsey:  http://www.daveramsey.com/articles/content-center/category/lifeandmoney_relationshipsandmoney/

Dr. Phil:  http://www.drphil.com/articles/article/32

Suze Orman:  http://www.oprah.com/money/Money-and-Relationships-5-Tips-Suze-Orman

Retirement

AARP Money and Savings:  http://blog.aarp.org/category/money-savings/

CNN Money – Retirement:  http://money.cnn.com/retirement/

Social Security Administration:  http://www.ssa.gov/retirement/

Savings

America Saves http://www.americasaves.org/

Federal Trade Commission  http://www.consumer.ftc.gov/articles/0163-66-ways-save-money

Flexible Spending (FSA) and Health Savings (HSA) accounts: http://www.irs.gov/publications/p969/ar02.html

Individual Development Accounts: http://www.beyondhousing.org/programs/homeownership-center/individual-development-accounts/

MyMoney.gov http://www.mymoney.gov/save-invest/Pages/saveandinvest.aspx

Spending (Budgeting)

Better Money Habits http://www.bettermoneyhabits.com/en/home.html#fbid=Pkw09xBOXwl

Clearpoint’s Budget Worksheet:  http://www.clearpoint.org/wp-content/uploads/budgetsheet1.pdf

Mint.com online budgeting:  www.mint.com

MyMoney.gov http://www.mymoney.gov/save-invest/Pages/saveandinvest.aspx

Students/Saving for College/Student Loan Debt

Federal Student Aid http://studentaid.ed.gov/prepare-for-college

NM 529 (college saving plan) information: http://www.hed.state.nm.us/students/529overview.aspx

NFCC Student Loan Counseling: http://www.studentloanhelp.org/

Student Loan Alliance Counseling:  http://www.clearpointccs.org/credit-debt/student-loan-counseling/

Student Loan Borrower Assistance:  http://www.studentloanborrowerassistance.org/

Taxes

IRS e-file:  http://www.irs.gov/uac/Free-File:-Do-Your-Federal-Taxes-for-Free

Volunteer  tax preparation:  http://gatewayeitc.org/

IRS help and resources: https://www.irs.gov/help-resources

Tools and Calculators

Bankrate.com calculators:  http://www.bankrate.com/calculators.aspx

ClearPoint tools:  http://www.clearpointccs.org/tips-and-tools/tools/

MyMoney.gov http://www.mymoney.gov/tools/Pages/tools.aspx

Veteran’s Resources

CFPB http://www.consumerfinance.gov/servicemembers/

Clearpoint Military Reconnect: http://www.clearpoint.org/military-reconnect-program

Senior Veterans Service Alliance:  http://www.veteransaidbenefit.org/

USA Cares:  http://www.usacares.org/

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