Career Resources

From the Web

Your Guide to Life & Money

Steps and considerations for transitioning into the real world after college.

Source: Morgan Stanley

What is an ITIN?

Learn about ITINS

Source: National Immigration Law Center

What is a Budget

Budgeting tips

Source: Nerd Wallet

Travis Credit Union Financial Wellness Tools

Tools and guidance to improve your financial wellbeing

Source: Travis Credit Union

Student Debt Information

Financial debt information

Source: Department of Financial Protection & Innovation

Stay Financially Safe

Learn about fraud and scams

Source: Consumer Finance Protection Bureau

Social Security

Check your Social Security earnings

Source: Social Security Administration

Retirement Planning

Retirement planning information

Source: Nerd Wallet

Retirement Planning

Retirement

Source: Consumer Finance Protection Bureau

Retirement Accounts

401(k) vs 403(b)

Source: National Council on Aging

Retirement Accounts

Learn about 403(b) accounts

Source: Investopedia

Retirement Accounts

Learn about various retirement accounts

Source: IRS

Resources for Investing

Expand your knowledge of investing and financial markets.

Source: Investor.gov

Research-based Financial Literacy

Expand your financial knowledge

Source: Finra Investor Education Foundation

Personalized Money Management Tips

Interactive financial education resources

Source: Hands on Banking

Personal Finance Planning Services

Free planning services

Source: The Academy of Financial Education

Patelco Financial Wellness Resources

Coaches, budget calculators, and exclusive courses

Source: Patelco Credit Union

MoneySkill

Free online Personal Finance course

Source: AFSA Education Foundation

Money Smart Financial Education Program

Financial education resources and tools to enhance your money management skills

Source: FDIC

Money Management

Financial education

Source: Cash Course

Money 101

Financial guidance for teens

Source: Ambition Angels

Home Buying Resources

Federal resources on how to buy a house

Source: U.S Department of Housing and Urban Development

GreenPath Financial Counseling

Financial counseling and debt management solutions

Source: GreenPath Financial Wellness

Free Tax Preparation Services for Qualifying Taxpayer

IRS resources that provide free tax preparation services

Source: IRS.gov

Free Tax Help Bay Area

Free tax return preparation for qualifying taxpayers

Source: IRS.gov

Free Financial Guidance Materials

Materials on budgeting 101 to how to buy a car

Source: Cooperativa Latina Credit Union

Financial Wellbeing Score

Find out where to start

Source: CFPB

Financial Wellbeing for All

Federal resources and tools to improve financial literacy

Source: MyMoney.gov

Financial Safety

Learn what to do if you are the victim of financial fraud

Source: Consumer Finance Protection Bureau

Financial Literacy Resource Directory

Financial literacy tools and resources

Source: Office of the Controller of the Currency

Financial Equity in Marin

Resources that promote financial stability and equity in Marin

Source: Community Action Marin

Financial Education Resources for All

California financial education tools and resources

Source: US Department of Financial Protection and Innovation

Financial Education

Achieve your financial goals

Source: Redwood Credit Union

Financial Accounts

Banks & Credit Unions

Source: Consumer Finance Protection Bureau

Excite Credit Union Financial Calculators

Easy-to-use budgeting calculators

Source: Excite Credit Union

Credit Counseling

Credit support

Source: Financial Counseling Association for America

Credit Counseling

Credit & debt management

Source: National Foundation for Credit Counseling

Building your Credit

Credit workshops

Source: Working Credit

Big Purchases

Guides for major purchases

Source: Consumer Finance Protection Bureau

Better Money Habits

Financial goals

Source: Bank of America

Banks vs. Credit Unions

Understand the difference

Source: Nerd Wallet

Achieve your Financial Goals

Financial stability through financial coaching

Source: United Way Bay Area

1:1 Free Financial Coaching

Meet a financial coach

Source: Smart Money Coaching by San Francisco Office of Financial Empowerment