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for current research, professional development programs, financial tools and trends, and information from trusted sources in personal financial management, education and planning.



Financial Preparedness

These resources will help you educate your clients about the importance of being financially prepared for a disaster or emergency before the unexpected occurs.

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Save with a Plan Toolkit

In coordination with America Saves Week 2019, "Save with a Plan" was developed as a volunteer collaborative effort among professionals from several organizations. Each group, both collectively and individually, is dedicated to helping individuals live their best lives.

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Military Essentials

A professional development resource library, developed in partnership with FINRA Foundation.

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Planning for Life's Big Financial Challenges

What you need to know about investing for college and retirement: maximize your retirement investments; 5 keys to investing success; where to invest your college money; and getting help with your investments. Written by the editors of Kiplinger's Personal Finance. Brought to you by the Investor Protection Trust, the Investor Protection Institute and When I'm 65.

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Money Habitudes®: Understand Your Money Personality

These cards are a fun, hands-on tool that help people quickly come to understand how their habits and attitudes about money influence their financial decisions. Use them with individuals and couples for financial counseling and coaching; with groups in classroom settings and workshops; or with universities for financial aid events, peer counseling, residence life programs and financial education.

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Student Loans TIPS (Texting Intervention Project)

Designed by Cooperative Extension Family Resource Management Specialists from 10 states across the North Central Region (NCR), the Student Loan TIPs toolkit provides an innovative and effective framework to increase student awareness and efficacy in the student loan repayment process.

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Concerned About Memory Loss: Montana Legal & Financial Resources

The 2018 Mary O'Neill Mini Grant recipient: Ensuring Montanans diagnosed with Alzheimer's Disease and related dementias and their family caregivers have access to Montana specific materials about legal and financial resources!

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Jump$tart Clearinghouse

A free online database of personal finance education resources for use by teachers, parents, and everyone committed to financial smarts for students. More than 700 resources from a variety of national leaders in education, financial services firms, government agencies, professional association, and other sectors. Materials address one or more of the 2015 National Standards in K-12 Personal Finance Education provided by the Jump$tart Coalition.

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A comprehensive set of tools that can be used with clients to develop a personalized, self-directed debt elimination plan.

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Government Shutdown Resources

There are many trusted financial professionals who are available to provide you with support and guidance to navigate uncertain times. To ensure that you are able find support in your area, we have compiled a list of resources for individuals and families affected by the shutdown.

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When I'm 65 Discussion Guide

Want to host a "When I’m 65" screening & conversation in your community? Download our guide to get started!

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