Financial Information and Free Services

United Way

The United Way has locations across the globe which provide local programs to help people achieve financial stability.  

Consumer Protection Financial Bureau

CPFB offers online information on a variety of topics such as auto loans, credit scores and debt collection.

VITA and TCE 

The Volunteer Income Tax Assistance (VITA) program offers free tax preparation for those who qualify. The Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. 

Credit Counseling and Debt Management

This article details the pros and cons of debt management services and reviews several companies.

Professionals

Financial Therapy Association

The FTA provides a directory of financial therapists who meet with clients locally or virtually.

XY Planning Network

XYPN is a network of fee-only financial advisors who meet with clients locally or virtually.

 

Books

The Index Card: Why Personal Finance Doesn’t Have to Be Complicated, by Helaine Olen and Harold Pollack

This book plainly and accurately answers the question “What should middle class Americans do with their money.”

I Am Net Worthy: The Financial Master Plan for Millennials, by Chris Smith

While the fundamentals of personal finance remain unchanged, this book presents them in a fresh way, in the context of the modern economic climate.

Financial Recovery: Developing a Healthy Relationship with Money, by Karen McCall

This remarkably compassionate book provides a holistic approach to getting out of debt, which begins with understanding the origin of your relationship with money and your relationship with yourself. 

The Heart of Money: A Couple’s Guide to Creating True Financial Intimacy, by Deborah L. Price

This book is written by my mentor and presents the philosophy and exercises that are the basis of my couples Core Process coaching. It is beautifully written and can provide powerful healing and intimacy for couples who read it and follow the suggestions.

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