Tools & Resources

Here you will find a comprehensive range of tools and resources that will help you to assist clients with issues surrounding financial literacy. The resources include links to other websites, glossary of financial terms, online tutorials, worksheets, and much more.

FINANCIAL LITERACY WEBSITES This site provides tips and techniques on managing money, saving, spending, filing taxes, and more. This is a free money managing site that pulls all one’s financial information into one place to provide a full financial picture that can be viewed on the web or on a phone. This site provides information on direct resources for Massachusetts’ consumers as well as training resources for providers. This site not only offers financial tools & resources, but also includes research analysis and policy updates on topics such as payday lending, overdraft loans, credit cards, and consumer loans. This site provides free, multilingual financial education materials, curricula and teaching aids. This site, operated by the US federal government, organizes financial education help from over 20 different Federal web sites in one place.


What is Basic Banking for Massachusetts?
List of Banks Offering Basic Banking
The Center for Responsible Lending’s Rating Guide for Banks
Beehive’s Find a Better Bank Tool
Payday Loan Basics
Overdraft Loan Review

BUDGETING TOOLS’s Free Budget Planner’s Budget Builder Tool
Needs Vs. Wants Worksheet


Free Credit Report 
Credit Score
FTC’s Credit Repair Fact Sheet
Consumer Credit Counseling Service
National Foundation for Credit Counseling
Debtors Anonymous
Massachusetts Debt Collection Law


DTA’s Find a Free Tax Site
What is the Earned Income Tax Credit?
Boston’s Earned Income Tax Coalition


ABCD’s Credit Advising and Financial Coaching
MassSaves’ Calendar of Workshops
FDIC Money Smart Curriculum
Financial Workshop Kits of National Endowment for Financial Education
The Money Conference


Utility Arrearage Programs
TAP’s Financial Literacy Resource Guide
What is an Individual Development Account (IDA)?
List of IDA Service Providers