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Calculators | Databases | Identity Theft | Investments | Investor Protection | Library Resources |
Money Management | Pensions | Research | Retirement Planning | Social Security | Volunteering | Women's Issues
AARP's Retirement Calculator
Choose to Save
A collection of calculators from the Employee Benefit Research Institute's Education and Research Fund, including retirement calculators, retiree health, Roth IRA, and Social Security calculators, among others. Includes the easy-to-use Ballpark E$timate® retirement calculator.
FINRA’s Retirement Calculator
Retirement Calculator for People Age 50 to 70
From the U.S. Department of Labor's booklet, "Taking the Mystery out of Retirement Planning."
Retirement Calculators
A collection of retirement and IRA calculators from Digital Federal Credit Union.
Retirement Income Calculator
From Marketplace at American Public Media.
Social Security Benefit Calculators
From the Social Security Administration. Includes the new Retirement Estimator, which provides an estimate of your retirement benefits comparable to the estimate youreceive on your Social Security Statement each year.
These databases have been purchased through the Smart Investing @ Your Library® grant.
Morningstar Investment Research Center (In Library Only)
Morningstar provides financial data on over 9,500 stocks and 24,000 mutual funds, with independent reports on 2,000 stocks and 2,000 funds. Potential investors can plan investment strategies and monitor mutual funds, as well as research current or prospective holdings, find price performance records, and learn about fund portfolios and their management. Includes exclusive Morningstar Ratings. Updated frequently. When you are done, please "end session" at upper right so others can use the database.
Value Line Investment Survey (In Library Only)
A comprehensive source of information and advice on approximately 1700 stocks in 97 industries, the stock market, and the economy..
Fighting Back Against Identity Theft
From the Federal Trade Commission (FTC), detailed information to help you deter, detect, and defend against identity theft.
Bankrate.com
Information and rate comparisons on CDs, mortgages, insurance, credit cards, and more.
Basics of Saving and Investing: Investor Education 2020
From the Investor Protection Trust.
Forbes.com's "Best of the Web" Investment Websites
Reviews and best/worst features of recommended investment websites.
Investor Education Booklets
Seven Investor Education and Protection Booklets from the Investor Protection Trust and the editors of Kiplinger's Personal Finance magazine.
Investor Education Resources
From the Investment Company Institute.
Investor’s Clearinghouse
Resources on investing basics, stocks, bonds, mutual funds, financial planning, and more, from the Alliance for Investor Education.
Investing in Bonds
An educational site created by the Securities Industry and Financial Markets Association (SIFMA).
Investing Online Resource Center
How to trade online and protect yourself when investing online, noncommercial information from the North American Securities Administrators Association (NASAA).
Morningstar Guide to Alternative Investments
From Morningstar, information on options, exchange-traded funds, and closed-end funds.
Retirement Investing brochures, from Morningstar
Baby Boomer Retirement Guide, portfolio strategies for those nearing retirement
Echo Boomer Retirement Guide, investment tips for the younger investor with a long investment horizon
Grand Generation Retirement Guide, tips for investors in retirement
SmartMoney.com
Investment and money management information and tools.
When to sell an investment, from Morningstar.com
FINRA Broker Check
Check the background of your investment professional.
FINRA Investor Alerts
Massachusetts Online Investor Complaint Form
Includes additional suggestions on how to resolve investor complaints and problems.
Massachusetts Securities Division
Investor education, investor protection tips, and information on State enforcement actions.
NASAA Investor Alerts and Tips
Investor alerts and other financial education resources, from the North American Securities Administrators Association. For their Senior Investor Resource Center, click here.
SaveAndInvest.org - Protect Yourself from Investment Fraud
From the FINRA Investor Education Foundation, resources and strategies for avoiding investment fraud, including a list of Common Investment Scams.
Newton Free Library books purchased with Smart Investing @ Your Library® grant funds
Fiscal Year 2009 (Excel spreadsheet)
Fiscal Year 2010 (Excel spreadsheet)
BookLetters Newsletter of New Books Purchased on Retirement Topics:
Current Newsletter
Click here to sign-up for the monthly newsletter of new retirement planning books!
January 2010 Newsletter
December 2009 Newsletter
November 2009 Newsletter
October 2009 Newsletter
September 2009 Newsletter
August 2009 Newsletter
July 2009 Newsletter
June 2009 Newsletter
May 2009 Newsletter
April 2009 Newsletter
March 2009 Newsletter
February 2009 Newsletter
January 2009 Newsletter
December 2008 Newsletter
November 2008 Newsletter
October 2008 Newsletter
September 2008 Newsletter
August 2008 Newsletter
July 2008 Newsletter
June 2008 Newsletter
Kick-off meeting DVD (Dr. Arnaa Alcon, speaker, April 23, 2008)
NPR story on the Retirement Planning Club, February 28, 2009
"Readers embrace penny-pinching page turners," from the Boston Herald's Hard Times/Economic Survival Guide series, including a sidebar of "free advice" from the Club, June 21, 2009
"Money tips for women" article from the Boston Globe, August 9, 2009
Money Management in a Time of Economic Stress, a bibliography
Middlesex Probate and Family Court: An Overview, a bibliography
Personal Finance for Women, a bibliography
Planning on Retirement, a bibliography
360 Degrees of Financial Literacy
From the American Institute of Certified Public Accountants, information on all aspects of financial planning, including retirement and estate planning, specific information for women, general financial tips and information (under the "Career" heading), information for the sandwich generation, and a finance guidebook.
EDIE the Estimator
From the FDIC (Federal Deposit Insurance Corporation), a tool to calculate your FDIC insurance coverage for each FDIC-insured bank where you have deposit accounts.
How to Manage Your Financial Risk
A guide from Morningstar on analyzing expenses, seeking diversification, and scrutinizing spending.
MoneyTrack
A public television series about money and investing that features real people.
Morningstar's Personal Finance Guide: How to Find Your Money Baseline
How to give yourself a financial checkup: looking at your assets and liabilities, as well as your spending and saving patterns.
Personal Finance Information from eXtention
Personal finance articles and information, from the U.S. Cooperative Extension Service. You can also �Ask an Expert� a specific question, or join one of their personal finance online chats.
Small Steps to Health and Wealth
From Rutgers University, resources designed to motivate consumers to implement behavior change strategies that simultaneously improve their health and personal finances.
smartaboutmoney.org
A collection of free financial literacy resources from the National Endowment for Financial Education.
Employee Benefits Security Administration
EBSA (part of the U.S Department of Labor) protects the integrity of pensions, health plans, and other employee benefits.
Pension Action Center
From the Gerontology Institute at U. Mass/Boston, the Pension Action Center includes the New England Pension Assistance Project, which offers free counseling and assistance on pension issues, and a legal referral service.
Pension Benefit Guaranty Corporation
PBGC, a federal corporation created by the Employee Retirement Income Security Act of 1974, protects the pensions of nearly 44 million American workers and retirees in more than 29,000 private single-employer and multiemployer defined benefit pension plans. See their publications list, including Finding a Lost Pension.
AARP Public Policy Institute
Research on issues affecting the 50+ population.
Ageline® Database
From AARP, detailed summaries of more than 90,000 publications about aging.
Center for Retirement Research at Boston College
Publications and other data on retirement.
Center for Retirement Research at Boston College, Research Briefs
Topics include Social Security, Pensions, Savings & Consumption, and Work & Retirement.
EBRI Social Security Research Program
From the Employee Benefit Research Institute.
Issues in Focus – Retirement Policy
Research from the Urban Institute.
Retirement Research
From the Employee Benefit Research Institute's Education and Research Fund.
Retirement Surveys
From the Employee Benefit Research Institute. This page includes 2008 results from the Retirement Confidence Survey, the country's most established and comprehensive study of the attitudes andbehavior of American workers and retirees towards all aspects of saving,retirement planning, and long-term financial security.
Social Security Administration, Office of Policy
The Office of Policy serves as the Social Security Administration's focal point for policy analysis and research, evaluation, and statistics.
AARP’s Retirement information webpage
Bankrate.com's Retirement Information page
News, information, and retirement portfolio asset allocation charts.
Consumer Retirement Plan Information
Links & publications from the Department of Labor, including these booklets handed out at our meetings: Taking the Mystery Out of Retirement Planning, and What You Should Know about Your Retirement Plan, and Savings Fitness: A Guide to Your Money and Your Financial Future.
Discovering What's Next®: Revitalizing Retirement
Engaging adults 50+ in creative exploration of their next life stage.
Focus on Retirement
Daily articles on retirement issues, from Yahoo.com's Retirement page.
Get Rich Slow
Retirement planning game from the Center for Retirement Research at Boston College.
Path to Investing
Resources on Investing for Retirement, from the Foundation for Investor Education.
Planning Goals Outline
Retirement Decision-Making Discussion, August 19, 2009, PowerPoint presentation.
Union Plus Retirement Planning Center
Click on "Your Retirement Roadmap" for a brief quiz and suggestions on what steps to take to help reach your retirement goals.
Wall Street Journal "Encore" Retirement page
Yahoo.com's Retirement Page
Includes articles posted daily in the "Focus on Retirement" archive.
Social Security Online
Includes a Retirement Planner, benefit calculators, and frequently asked questions. You can also apply or ask them a question online.
Social Security Fix-It Book
From the Center for Retirement Research at Boston College, a review of the Social Security program, its financing problem, and the leading proposals for eliminating the shortfall.
Create the Good, volunteer information from the AARP
Discover Volunteer Service, from Discovering What's Next
Try the Toolkit Sampler: Jump-Start Your Volunteer Search to help clarify your volunteer strengths and interests.
Newton at Home
Newton Serves
Serve.gov
Search for volunteer opportunities.
SOAR (Service Opportunities after Reaching 55)
Personal Finance for Women, a bibliography
WAGE – women are getting even
A non-profit with the goal of ending discrimination against women in the American workplace in the near future. WAGE is led by Evelyn Murphy, Ph.D economist and former Lt. Governor of Massachusetts.
Woman's Guide to Money Matters
A short booklet of tips for women, from Morningstar
Women’s Institute for a Secure Retirement (WISER)
Links, information, and resources on retirement plans, saving & investing, health care, divorce & widowhood, and more.
Made possible by a grant from the Financial Industry Regulatory Authority (FINRA) Investor Education Foundation and the American Library Association(ALA).
Last updated March 9, 2010