Understanding Personal Finances

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. 

• Ten Rules for Financial Freedom, Barron's Online
• 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
• Retiring Earlier Than Planned: What Matters Most, Center for Retirement Research at Boston College
• Over 60, and Crushed by Student Loan Debt, The Wall Street Journal
• USA.gov Saving and Investing
• US Securities and Exchange Commission Saving and Investing
• Wealth 101's Crash Course in Personal Finance
• Federal Trade Commission Consumer Information Invest Quest
• The 2016 National State of Financial & Economic Education 
• MyMoney.Gov 
• Econ Ed Link -- Economics & Personal Finance Resources for K-12 
• Federal Reserve Bank of Philadelphia -- Keys to Financial Success 
• 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
• Treasury Direct 

• How To Become A Self-Taught Finance Expert -- Lisa Smith, Investopedia
• TED Ideas worth spreading -- Math is forever 
• PenFed Credit Union -- Personal Finance Questions to Stay Informed
• PBS -- Your Life. Your Money.
• pwc Charitable Foundation Digital Lab
• Behavior Gap
• Treasury Direct -- Money Math: Lessons for Life
• 5 Life-Changing TED Talks About Personal Finance
• IXL -- Immersive, adaptive learning
• Virginia Society of Certified Public Accountants
• Hands on Banking
• econedlink: Economics & Personal Finance Resources for K-12 
• econedlink: Your Credit Card
• econedlink: Parent Resources -- Financial Fitness for Life
• econedlink: Investing in a College Education
• econedlink: Math in the Real World
• Online Personal Finance Game
• 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 
• University of Cincinnati Economics Center Home for Education & Research (math) 
• 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 
• econlink.org

 

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

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

Teenvestor
Fascinating book geared at teens to talk about savings and investment. Emmanuel Modu

Lapsed Student Loan Payments May Cost You a Tax Refund

The New York Times, Your Money Advisor, Ann Carrns

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

The New York Times, Business Day, Kerry Hannon

At Last, Your Financial Aid Ordeal Has Gotten Easier

The New York Times, The Upshot, Susan Dynarski

How to Get Financial Advice That Is in Your Best Interest

The New York Times, John F. Wasik

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

Learn more about
our Financial Literacy Initiative
More Than 100
CFA Society Boston Volunteers!