Tax Preparation
The library hosts the free AARP Tax Preparation Assistance Program each year. Check back for updates regarding assistance about your 2025 return later in the year when information will be available. For general tax information you can visit the following websites - IRS Home Page |IRS Tax Information for Individuals | Massachusetts Department of Revenue Tax Forms and Instructions
Investing
- 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
- 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
Free Online Courses and Webinars
- 360 Financial Literacy: Money Minutes Videos
- Consumer Financial Protection Bureau (CFPB)
- Financial Literacy and Education 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 the IRS
Guides and Tools
- 20 Steps to Financial Health
- AARP: Save Money, Investing Tips, & Avoid Scams
- Building Wealth: A Beginner’s Guide to Securing Your Financial Future
- Credit Reports
- DepositAccounts.com
- FICO Score
- Home owners and Renters Insurances: basic information
- Loan Amortization Calculator