Financial Literacy Resources

AICPA & CIMA provide these resources to help Americans understand their personal finances throughout each stage of life.

Financial literacy resources

Budgeting and saving

4 Steps to Better Budgeting

How to Stick to Your Budget and Track your Spending

Don’t Waste that Windfall!

Savings Accounts – What You Need to Know

Spending, credit cards and debt

Dos and Don’ts for Getting Cash in a Pinch

Understanding Your Credit Score and Why it Matters

Credit Cards, the Pros and Cons

4 Ways to Manage Financial Stress

Rent vs. Buy: Evaluating the Pros and Cons

Holiday Shopping Spree - 5 Tips to Help You Spend Wisely

Bills, Bills, Bills: Taking Charge of Holiday Debt

Kids and money

Talking to Your Kids About Money

Should You Pay Your Kids and Allowance?

Retirement and estate planning

4 Questions to Identify Your Retirement Needs and Goals

What’s the Difference Between Traditional and Roth IRAs?

Social Security – 5 Key Questions

Estate Settlement Checklist

What You Should Know About Wills and Trusts

Tax filing resources

6 Things to Know About Surviving as IRS Audit

The Benefits of Working with a CPA

How to Choose a CPA

Financial planning for natural disaster

Steps in Creating a Financial Action Plan to Protect Your Family Ahead of a Natural Disaster

Tax and Financial Advice Following Natural Disasters

How to Spot and Avoid Fraud After a Natural Disaster

Investing

Investing 101: Make Your Money Work for You

Protect Yourself from Investment Fraud

Investing Terms Explained

On the job

Questions to ask about employee benefits

What are Supplemental Benefits?

Planning for a Career Change

5 Steps to Manage Sudden Unemployment

En Espanol

Ventajas y desventajas de las tarjetas de credito

Ventajas y desventajas de los Bonos de Tesoro de Estados Unidos

No cometa estos cinco errores al hacer compras en linea

Preguntas que Debe Hacer Sobre Beneficios a Empleados

Tipos de Fraude

Como las Tasas de Interes Afectan su Billetera

Tipos de Fraude Continuacion

Latest Articles

Investing Terms Explained
Mar 16, 2026
Stock market graph
Protect Yourself from Investment Fraud
Mar 12, 2026
Purple increasing stock graph line
Investing 101: Make Your Money Work for You
Mar 10, 2026

Latest Articles

Investing Terms Explained
Mar 16, 2026
Stock market graph
Protect Yourself from Investment Fraud
Mar 12, 2026
Purple increasing stock graph line
Investing 101: Make Your Money Work for You
Mar 10, 2026
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