Financial Literacy Resources

Tips for Going Green and Saving Green (PDF) - provides ideas on how to be earth friendly while saving money. For additional tips, visit AICPA 360 Degrees of Financial Literacy.

Talking to children about the economic crisis- Tips on how to help kids understand what is going on and how they can help.

One Stop Resource Center for the Economic Crisis- Links for Washington citizens to get help in their area.

Economic Crisis Resources - PCPS Economic Podcast Series - These informative presentations feature practitioners from small, medium and large firms describing their real-life experiences during the downturn and offering workable solutions and best practices. 

AICPA 360 Degrees of Financial Literacy - A consumer website that provides tips, information and calculators for different stages of life (childhood to retirement). Educators and presenters will also find resources for their presentations. 

Ask the Money Doctor - An online resource through the AICPA for consumers who are looking for guidance about personal financial matters. A volunteer panel of qualified CPAs that have attained the Personal Financial Specialists (PFS) credential act as Money Doctors and answer questions from consumers regarding their financial planning issues. The program is offered as a public service and is designed to help and protect consumers by providing guidance on basic financial planning issues.

Feed the Pig - Feed the Pig is a national public service campaign from the American Institute of Certified Public Accountants (AICPA) and The Ad Council. The goal of the campaign is to encourage Americans aged 25-34 to take control of their personal finances. The website provides resources such as articles, podcasts, calculators and tips.

DFI (Department of Financial Institutions) - DFI provides information for the general public and for events across the state.  Their website hosts a financial education clearinghouse that covers a wide range of consumer topics and calendar of financial education events across the state. "Right on the Money", a book for college students, and publications on investing, home ownership and fraud are also available through DFI.  Money Talks - Money Talks is a blog hosted by the Washington Department of Financial Institutions. It covers financial education events going on in communities across the state and valuable information. JumpStart Washington -Jump$tart Washington is a not-for-profit organization that seeks to promote the personal financial literacy of Washingtonians, with a primary emphasis on youth.  It provides resources for educators in the K-12 system. Financial Education Public Private Partnership (formerly FLPPP) - The Financial Education Public Private Partnership (FLPPP) provides resources and links to curricula for educators to bring financial education into the k-12 system. The group is composed of members from the legislature, education, private industry and financial institutions.

ChoosetoSave.org - As part of its mission, Choose to Save® develops user-friendly, multimedia materials to help individuals plan and save for their financial future, including a Web site completely devoted to financial education. It includes free savings tools such as the Ballpark E$timate® retirement planning worksheet, more than 100 online calculators, brochures, savings tips, links to related resources, and other tools to help individuals and their family manage their finances.

America Saves Week - America Saves is a nationwide campaign in which a broad coalition of nonprofit, corporate, and government groups helps individuals and families save and build wealth. Through information, advice, and encouragement, they assist those who wish to pay down debt, build an emergency fund, save for a home, an education, or for retirement.

Mint.com - Free money management resource.

My Money - The U.S. government's website dedicated to teaching all Americans the basics about financial education.

Bankrate - This website provides tools to compare financial institutions' services and accounts so you can find one that matches your need.  It also provides information on a variety of personal financial topics.

Practical Money Skills- Provides resources for personal knowledge, making presentations on financial education topics and online games for kids and adults.

Financial Affairs at the End of Life Planning Guide (PDF) - "How to Get Your House in Order: A guide for financial affairs at the end of life," is a publication created by volunteers from the WSCPA Personal Financial Planning Committee, the King County Bar Association and the Washington Association of Funeral Directors. This guide provides basic, concise information to help individuals make arrangements and provide for their loved ones. This guide was modified, with permission, from a previous publication by the Michigan Association of Certified Public Accountants.

A Guide to Financial Decisions: Implementing an End of Life Plan- A guide from the AICPA for those assisting family members, addressing special needs, planning for retirement or just want to be prepared for the unexpected.