Tax Preparation
The free AARP Tax Preparation Assistance Program for your 2024 tax return is returning to the library from February 1 to April, 5, 2025. Community members may contact the AARP tax volunteers directly to schedule an in-person appointment by calling 508-499-9495 beginning January 20, 2025. Appointments will take place in the library's First Floor Program room. For further tax information - IRS Home Page |IRS Tax Information for Individuals | Massachusetts Department of Revenue Tax Forms and Instructions
Investing
- Books on Investing
- DIY Investing for Beginners (pdf)
- Financial Industry Regulatory Authority (FINRA): protecting investors and safeguarding market integrity
- BrokerCheck
- Fund Analyzer: analyzing and comparing the cost of owning a fund
- Learn to Invest
- Smart Investing Courses
- Tools, Calculators and Quizzes
- Investing Basics Education Videos by TD Ameritrade
- Investopedia
- Money.com: financial news, tools and learning resources (How to make money (and stay sane !) in today's wild markets)
- Morningstar: independent research, ratings, and tools to help people across the investing ecosystem
- Saving for College: 529 plans
- SEC.gov: protecting investors; maintaining fair, orderly, and efficient markets; and facilitating capital formation
- EDGAR: millions of company and individual filings, and mutual funds and etfs
- Investor.gov: introduction to Investing
- Glossary
- Mutual Funds and ETFS: a guide for investors
- Risk and Return
- Required Minimum Distribution Calculator
- Saving and Investing: a roadmap to your financial security
- Securities Investor Protection Corporation (SIPC): List of registered brokers
- Social Security Life Expectancy Calculator
- U.S. Savings Bonds by TreasuryDirect
- Yahoo! Finance: free stock quotes, up-to-date news, portfolio management resources
Free Online Courses and Webinars
- 360 Financial Literacy: Money Minutes Videos
- Consumer Financial Protection Bureau (CFPB)
- Your Money, Your Goals Toolkit (in Spanish)
- Financial Literacy and Eduction Commission by U.S. Treasury
- FDIC: Money Smart for Adults: financial education program
- Jump$tart Clearinghouse financial resources for educators and parents
- MyMoney.Gov by FLEC: federal financial literacy and education programs
- Smart About Money: free online courses. At your own pace. On your own time
- Tax Tutorials by IRS
Guides and Tools
- 20 Steps to Financial Health
- AARP: Save Money, Investing Tips, & Avoid Scams
- Building a Spending Plan Series
- Building Wealth: A Beginner’s Guide to Securing Your Financial Future
- Credit Reports
- DepositAccounts.com
- Dollar Times Calculators
- FICO Score
- Home owners and Renters Insurances: basic information
- Loan Amortization Calculator