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… Organizations That Prepare Students and Families Financially for College … intended for use by organizations and individuals who interact with, support, or counsel students and families on making financial preparations … More information...
Audience: Individual
Type of Resource: Tools
Tags: College, FAFSA, Postsecondary
Date: 1/23/2014
This website provides a sample "Income and Expense Worksheet." Knowing what expenses are flexible and what expenses are fixed is the first step to successfully managing your personal finances. This worksheet will help you to decide where you can be flexible each month. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013
This publication has a lot of information to help individuals take charge of their retirement planning. Written for workers who are 10 to 15 years from retirement, it will help you calculate your income, savings and likely expenses in retirement to get a better idea of whether you are on track. The More information...
Audience: Individual
Type of Resource: Tools Worksheets Calculator
Date: 9/5/2013
The Retirement Toolkit is a handy tool that provides general guidance on key issues plus a list of publications, resources, and interactive tools to help workers understand important decisions related to employment-based plans, Social Security and Medicare. The toolkit was developed by the three More information...
Audience: Individual
Type of Resource: Tools
Tags: retirement benefits, employer plan, 401(k), individual retirement account, Medicare, Social Security
Date: 7/30/2013
This website describes a simple, "Daily Spending Diary Worksheet" that you can use to track where your money is going. You are far more likely to save your money when you see how much small, miscellaneous purchases, such as coffee and soda, can add up. More information...
Audience: Individual Teacher
Type of Resource: Tools Website Worksheets
Date: 4/5/2013
This site is specifically for employees of the Federal government. You can use this on-linen calculator to determine the face value, premiums and how to carry your coverage into retirement. More information...
Audience: Individual
Type of Resource: Calculator Tools Website
Date: 3/28/2012
This website provides information on US Savings bonds. It features an on-line calculator for determining the value of various types of savings bonds including Series EE, E and I bonds and Savings Notes. More information...
Audience: Individual Teacher
Type of Resource: Calculator Tools Website
Date: 3/28/2012
This website describes a simple way to budget and save -- using a "Budget Box" with dividers for each day of the month and organizing bills and payments. More information...
Audience: Individual Teacher
Type of Resource: Tools Website
Date: 3/28/2012
Website with information on how the Federal Reserve can help If you have a problem with a bank or other financial institution. You can file your complaint using the online complaint form on the site or download and send your complaint via fax or mail using our PDF form. More information...
Type of Resource: Tools Website
Date: 3/28/2012
This website provides a sample, "Monthly Payment Calendar" that you can use to record your bill payments and due dates. This tool—in particular—can help you anticipate and plan for expenses and savings. More information...
Audience: Individual Teacher
Type of Resource: Tools Website
Date: 3/28/2012