Understanding Personal Finances

Top Financial Literacy Resources

CFA Society Boston's Financial Literacy volunteers -- all financial professionals -- have vetted the websites and resources below and ranked them as Top Sites to help you understand your personal finances.

Common Questions and Video Resources
Ten Rules for Financial Freedom, Barron's Online Subscription Required
Fintopia — Website offering easy-to-use calculators, including retirement, savings, loans and debt.
When to Save for Retirement in a Roth 401(k), The Wall Street Journal Subscription Required
Retiring Earlier Than Planned: What Matters Most, Center for Retirement Research at Boston College Published 2019
Over 60, and Crushed by Student Loan Debt, The Wall Street Journal Subscription Required
US Securities and Exchange Commission Saving and Investing
Wealth 101's Crash Course in Personal Finance Published 2018
The 2024 National State of Financial & Economic Education
Federal Reserve Bank of Philadelphia -- Keys to Financial Success
Paying for College, Consumer Financial Protection Bureau
360degrees of Financial Literacy -- American Institute of CPAs
FINRA Investor Education Foundation (FINRA quiz)
A Guide To Financial Resources For Migrant Workers Published March 2019
How To Become A Self-Taught Finance Expert -- Lisa Smith, Investopedia
TED Ideas worth spreading -- Math is forever Published 2014
Behavior Gap
5 Life-Changing TED Talks About Personal Finance Published 2014
IXL -- Immersive, adaptive learning
Hands on Banking
Wise -- Working in Support of Education (FinLit Certification Program)
Federal Reserve Bank of St. Louis -- Economics and Personal Finance Education Resources
Career One Stop -- your source for career exploration, training & jobs
Financial Literacy and Ignorance -- Annamaria Lusardi's Blog
Council for Economic Education -- Never Too Young: Personal Finance for K-5 Learners (after school)
Money As You Learn -- Tools for educators to integrate personal finance into teaching the common core

Publications

Americans' biggest financial regret? Not saving enough
Bankrate, Amanda Dixon

When Unpaid Student Loan Bills Mean You Can No Longer Work
The New York Times, BUSINESS DAY, Jessica Silver-Greenberg, Stacy Cowley and Natalie Kitroeff
Subscription Required

The Market is High, Beware of Portfolio Drift
The New York Times, Your Money Advisor, Jeff Sommer
Subscription Required

Lapsed Student Loan Payments May Cost You a Tax Refund

The New York Times, Your Money Advisor, Ann Carrns
Subscription Required

Retiring Special Section: Now Is the Time to Make a Plan

The New York Times, Business Day, Kerry Hannon
Subscription Required

At Last, Your Financial Aid Ordeal Has Gotten Easier

The New York Times, The Upshot, Susan Dynarski
Subscription Required

How to Get Financial Advice That Is in Your Best Interest

The New York Times, John F. Wasik
Subscription Required

The 21 Questions You're Going to Need to Ask About Investment Fees
The New York Times, Ron Lieber
Subscription Required