Free Financial Resources: Retirement, Saving, Credit, Housing, & More

The State of Connecticut wants to help you succeed in all areas of financial health, not just retirement. Consult the organizations below for helpful information on everything from financial education to tax assistance and much more.

Financial Educational Resources

Financial Literacy Portal
This is a convenient source of financial information that covers many topics including financial literacy for young people and mentoring networks for women.

Financial Literacy Portal
A one-click site to find resources from both state and federal agencies that will help you manage everyday financial planning.

Consumer Financial Protection Bureau (CFPB)
This U.S. Government agency provides education, current news, data, and research for consumers on a wide range of financial topics.

Budgeting, Banking, and Credit

Connecticut Banks
Information provided by the State that covers banks, credit unions, mortgages, other consumer credit, and much more. 

Credit.org
National, nonprofit, consumer credit counseling organizations to help you find a workable solution to financial problems. 

MyMoney.gov
The Financial Literacy and Education Commission (FLEC) offers education, best practices, and information to help all Americans make sound financial decisions.

Savings Assistance

Connecticut Higher Education Trust (CHET)
This is Connecticut’s tax advantaged 529 College Saving Plan. Money can be used at universities, colleges, and technical or vocational school anywhere in the U.S.

ABLE Savings Plan
The Connecticut ABLE Savings Plan, launched in October 2020, allows individuals living with disabilities — or their parents or guardians — to set aside money for ongoing care, without impacting government benefits.

Retirement

Employee Retirement Income Security Act (ERISA)
ERISA investment advice is available to workers and retirees.

Internal Revenue Service (IRS)
The IRS is a reliable and free source of information on various retirement plans, the rules of each plan, and other retirement saving tips.

Department of Labor (DOL)
The U.S. Labor Department is a handy resource for retirement planning information. Here are three examples:

“What You Should Know About Your Retirement Plan”

“FAQs about Retirement Plans and ERISA”

“Top 10 Ways to Prepare for Retirement”

Housing

Connecticut Healthy Homes Programs
This multi-point assistance approach offers job readiness programs, energy and weatherization services, and specific health initiatives for children.

Connecticut Small Cities Programs
By providing funding and technical support for small cities, the State helps local communities achieve their economic development objectives.

Connecticut Housing Finance Authority (CHFA)
The authority offers step-by-step information and ongoing support for families purchasing a first home.

Tax Assistance

Connecticut State Department of Revenue Services (DRS)
Connecticut taxpayers can find current information on filing requirements, answers to specific questions, and links to outside agencies.

Internal Revenue Service (IRS)
Visit the ITA (Interactive Tax Assistant) for answers to tax questions specific to your individual circumstances.