Tools and Resources

These simple, practical tools can help put you in the driver’s seat of your financial life.

The Financial Pathways team has vetted the tools listed on this page as sound, valuable resources to help with a wide range of day-to-day financial challenges. Browse the tools and resources below to discover something new that can help you today!

Tools and Resources

Financial Calculators

Financial Calculators are interactive tools that can help make complex financial challenges simple to understand and navigate. A calculator can help with planning your financial future, whether for an auto loan, buying a home, interest rates on a credit card, investments and retirement, or other banking products – a financial calculator can make doing your homework a breeze. Know before you go, and when in doubt, step away.

Below are some of the most commonly-used financial calculators. Browse even more helpful calculators at Bankrate.

I want to buy a car.

How much can I afford to borrow?

I want a savings cushion.

How do I set more money aside?

I Want Better Manage My Money.

How do I make a household budget?

I want to buy a house.

What kind of mortgage can I afford?

I want to save for Retirement.

How much do I need to live comfortably?

I Want to Better Understand my Finances.

Which tools should I use to get started?

I Want to Plan for College.

Fraud and Identity Theft

Anyone can become a victim of identity theft; more and more people are falling victim to this type of crime each year. Exposure of your personal information can put you at greater risk.

What Do I Need to KNow?

Which steps can I take to protect my family?

VIDEO RESOURCE

Five Ways to Help Protect Your Identity From the Federal Trade Commission

Even More Resources for Fraud and Identity theft

Read More

Both Fraud.org and the Federal Trade Commission websites below contain helpful information and tips on how to prevent fraud.

MyMoneyCheckup®

MyMoneyCheckup is an interactive, web-based tool provided by the National Foundation for Credit Counseling (NFCC). It works by having you share information about your financial situation by answering simple questions like how much you make each month, and the type of debt you have. The system then takes this information and uses it so you understand how your finances are doing, where you can improve, and what you can do in the future.

Learn More about financial wellbeing

The Consumer Financial Protection Bureau (CFPB) provides a helpful online questionnaire to assess your financial wellbeing. View as a PDF. 

Spending Tracker Worksheet

This spending tracker worksheet can help you track and better understand your spending habits; an important step in getting a better handle on your personal finances.

l

Spending Tracker Worksheet

Clicking this link will trigger a Microsoft Excel file to download to your device.

Get Help Saving

Make a pledge to yourself and create a simple savings plan that works. Complete the Pledge and America Saves will send you a short email OR text reminders with resources and tips to keep you on track toward your savings goal. Become part of an entire community of savers.

Z

Take the America Saves Pledge