Skip to Main Content

Reference sources and tools online: Financial Literacy

When we asked Massachusetts librarians, "What's the free web info resource you find most useful?" they said...

In the fall of 2018, the Consumer Financial Protection Bureau (CFPB) offered three Financial Literacy for Librarians workshops. The CFPB arranged presentations from a number of non-profit, consumer focused organizations to discuss the fundamental information needed to help patrons with financial inquiries, as well as share the resources of their respective organizations. This page includes links to the organization resources and contacts shared during those events.

Social Security

THE go-to site for all things related to social security including retirement, disability and Medicare cards. Social Security being the arbiters of changes to the annual Cost Of Living Allowance (COLA) adjustments, expect the most current COLA information to be found here. Other handy tools include a retirement calculator and a toolkit for educators including lesson plans.

Some of the most common questions librarians can expect to be asked can be answered in the PDFs included below.

Kristen Alberino
Metropolitan Public Affairs Specialist

877.531.1169   x15720


Todd J. Coppi, CRCP
Associate Director

99 High Street 9th Floor

Boston, MA 02110



The Consumer Financial Protection Bureau is a U.S. government agency that makes sure banks, lenders, and other financial companies treat consumers fairly. The CFPB works with many organizations, including libraries, to contribute to a financially literate nation. The CFPB encourages libraries to be the go-to source for financial education. They work with libraries to provide websites, worksheets, guides, and other information to help with a consumer's money decisions. The site is a wealth of information for all, with resources focused on supporting library staff.


Commodity Futures Trading Commission

Insight for the informed investor!
Offering "Know Your Pro" a background check for vetting investment professionals before hiring them. Articles, videos, infographics and tips available for no fee.


Dan Rutherford
Deputy Director, Office of Public Affairs
U.S. Commodity Futures Trading Commission
Office of Customer Education and Outreach

1155 21st Street, NW
Washington, DC 20581 


American Consumer Credit Counseling is a nonprofit credit counseling agency and debt consolidation company that provides debt advice at no charge. The site is rich with financial literacy inforamation.

Sue Katz

Securities & Exchange Commission - Investing Librarian Resource Page

"...contains a host of free publications as well as investor alerts and bulletins posted by the U.S. Securities and Exchange Commission." Adriana G. Schick, Senior Counsel, U.S. Securities and Exchange Commission, Boston Regional Office

Jennifer Brady
Investor Assistance Attorney
U.S. Securities and Exchange Commission
Boston Regional Office
33 Arch Street, 24th Floor
Boston, MA 02110


Adriana G. Schick
Senior Counsel
U.S. Securities and Exchange Commission
Boston Regional Office

33 Arch Street, 24th Floor

Boston, MA 02110



Eric Giroux
Senior Counsel

U.S. Securities and Exchange Commission

33 Arch Street, 24th Floor

Boston, MA 02110