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PROGRAMS >> MoneySavvy

Resource Directory (all)

Retirement:

Retirement Toolkit (PDF)

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.

Four Ways for Retirees to Earn Income

Read about reverse mortgages, annuities, and dividend stocks.

Women and Retirement Savings

Important questions you should be asking to take charge of your financial future and retirement resources.

WiseUp: Women Financial Education

Get retirement information from this online financial education program geared towards Gen X & Y women.

Everything You Need to Know About Your 401(k)

            Information on what to do with your 401(k) when you change jobs.

Traditional and Roth IRAs

            Information on saving money for retirement by starting a Traditional
            and/or Roth IRA

Four Ways for Retirees to Earn Income (from CNBC)

            Read about reverse mortgages, annuities, and dividend stocks.

AARP Retirement Calculator

            Find out when and how to retire the way you want.         

Taking the Mystery Out of Retirement Planning

Read about how to figure out what you are spending now and how much you will spend in the future and ways to make your money last through retirement.

What You Should Know About Your Retirment Plan

Learn about types of retirement plans, how to file a claim for benefits, responsibilities of plan fiduciaries, and much more.         

LearnVest: Retiring in Style Boot Camp

Design a Countdown to Retirement Plan (from USA Today)

 

Budgeting:

Credit Card Fast Facts (from the Center for Responsible Lending)

Calculate Your Credit Card Balance

Rework Your Budget Calculator

            Track your fixed and flexible expenses with this tool from
            Practical Money Skills.

Spending Diary

This worksheet helps you track your spending for a month.

Calculate Your Monthly Mortgage Payment

www.mint.com

Resource to help pull all your financial accounts into one place. Set a budget, track your goals, and do more with your money.

Get to Your Goal

Have a financial goal in mind? Achieve it with this tool that tells you how much you’ll need to set aside each month and when you’ll reach it.

Getting Out of Debt

The Federal Trade Commission provides information on a number of debt and credit topics, including getting out of debt, credit counseling and repair, and understanding your credit report.

GreenPath Debt Solutions

Get free debt-counseling, over the phone or in person.

Credit Counseling Organizations

State-by-state listing of government-approved credit counseling
              organizations.

 

Saving:

360 Degrees of Financial Liberty

A free program of the nation’s certified public accountants to help Americans understand their personal finances through every stage of life

LearnVest

It’s time to start living your financial best, LearnVest can help with tools, content, and personalized support.

Practical Money Skills for Life

Get information and tips on personal finance based on life events, such as buying a car, renting an apartment, and marriage.

Smart About Money

Find economic survival skills and help plan for goals for your future

Wi$e Up Women

Free online resources and courses on women and financial literacy from the Women’s Bureau, US Department of Labor.

How Fast Will My Savings Grow?

Calculate the growth of your savings in taxable and tax-deferred 
              accounts.

 Choose to Save

National public education and outreach program designed to help individuals plan and save for long-term personal financial security

How's My Financial Health?

Calculate Your Emergency Fund

 Wisconsin Saves

Join this savings program to start building wealth by setting a goal and making a plan for saving.

Bank Truth

 

Tool that rates and filters over 100 banks to determine the ones with the highest potential yield for savings accounts and money markets with the highest rates. 

 

Importance of Credit History and Successful Saving

            Learn about what a credit report score is and what savings options are
            available to you.

Time is on Your Side

            Long-term savings tips for new employees.

Edvest

Start a college fund on behalf of your child with an initial contribution of $250 and a deposit of $15 per month.

 

Identity Theft:

Privacy Rights Clearinghouse

            Tips on reducing the risk for fraud.

 My ID Score

            Free service to track the possible misuse of our identity.

Get Your Free Annual Credit Report

On Guard Online

            Tips for online safety.

 Federal Trade Commission

            Taking Charge: What to do if Your Identity is Stolen?

Record Keeping

Tips on what to save in your financial records and how long to save it.


Investing:

Information about Investing for Beginners

The “Start Investing” section includes free primers about mutual funds and stocks that are geared towards novices.

Free Personal Finance and Investment Education Site

The “How to Invest” section provides a useful glossary of investing terms, tips on choosing a broker and approaches to investing in stocks.

Investment Information  (from National Endowment for Financial Education)

The resource library contains free guides that explain stocks, bonds, and mutual funds.

Information about Investing for Retirement (from Morningstar)

 

Reducing Expenses:

Save on Gas

Information from the U.S. Department of Energy on extending gas mileage, calculating fuel cost, and gasoline price data. 

Wisconsin Shares

Childcare financial assistance/subsidy program that helps families pay for childcare. If the parent is eligible, child care can be subsidized for children under the age of 13.

Money Talks

Tips from other working moms such as a Family Organizer to keep your whole family connected and on time. Also check out the articles “10 Tips for Traveling with Children”, “Tax Tips from a Workmom”, and “Lemonade Stand Lessons for Kids.”

Money Saving Tips for All Ages

FDIC Consumer News: Your Finances at Different Stages of Life

Tips for Savers

Information from America Saves about strategies for saving on transportation, entertainment, and clothes.

Consumer Tips and Reports

Save money, make better financial decisions, and get out of debt with the help of consumer tips and reports.

 

Conferences and Webinars:

Asset Builders

Money Conferences (Fox Cities, Madison, Milwaukee, Racine/Kenosha, and Wausau) and other regional events that provide affordable, high-quality, and unbiased financial education for low and moderate income youth and adults.

GreenPath

Webinars on topics such as, Protect Your Identity, Keys to First Time Home Buying, What’s On Your Credit Report, 10 Ways to Save,12 Money Mistakes You Can’t Afford, Understanding Reverse Mortgages

Creative Wealth for Women

Workshops and financial coaching programs designed with women 
              in mind.

Wi$e Up Women Teleconferences

Bimonthly teleconferences or webinars on topics covered in the Wi$eUp curriculum. Each teleconference includes a presentation, followed by a question and answer session. Recordings and transcripts for each teleconference are available for download.

Encouraging the Use of Retirement Savings Contribution Credit through VITA Sites

Webinar from the Center for Financial Security that provides information about Saver’s Credit, which provides a non-refundable tax credit of 10%, 20%, or 50% of contributions up to $1,000 to a qualified retirement savings account.

Money Talks

Money Talk is a five-week course for women of all ages. It will help you learn to take charge of your money. Money Talk is offered as an online or face-to-face course. Registration is $75 and includes a 190-page Money Talk workbook.

 

 

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Please read the Disclaimer on the intended use and limitations of the resource directory.