The Financial Consultation Program

The University of Massachusetts, Worcester Employee Assistance Program (EAP) has partnered with CLC Incorporated, a leading provider of affordable legal and financial services, to provide employees with consultation by financial professionals.woman with stack of unpaid bills and a calculator

The Financial Consultation Program provides employees with free telephonic access to financial professionals with a broad range of experience in financial services. Employees can obtain education, guidance and counseling to determine the most appropriate way to handle their financial situation. The Financial Advisory Program is designed to provide objective, professional advice to help employees manage their debt and make sound financial decisions.

Consultation topics include, but are not limited to:

  • Budgeting
  • College Funding and Student Loans
  • Credit after Bankruptcy
  • Credit Repair Scams
  • Credit Reports
  • Debt Counseling
  • Divorce Planning
  • Medicaid and Medicare
  • Mortgage and Reverse Mortgage
  • Retirement Planning 
  • Saving For Financial Emergencies
  • Social Security Benefits
  • Tax Issues
  • Late Utility Bills

Financial Planning Information and Resources:

Benefits Checkup
National Council on Aging's free online service that identifies federal and state assistance programs for elders.

Federal Student Aid
Free information from the U.S. Department of Education on preparing for and funding education beyond high school.

Financial Resources
Stressful economic times. The Employee Assistance Program (EAP) is here to help and offers local financial resources.

How to Budget Strategies
Strategies that can help you plan a realistic budget and put you in control of your spending. In addition, links to personal financial education topics.

Investing Education and Information
Securities and Exchange Commission information for investors.
Government website for children to learn about money.

Making Home Affordable
An official program of the Departments of the Treasury & Housing and Urban Development with information to help homeowners avoid foreclosure.

Massachusetts Financial Resources is a free information web site that is run by a small non-profit organization, Community Resources Information, Inc.

Medicaid Eligibility
Medicaid is health insurance that helps many people who can't afford medical care to pay for some or all of their medical bills.  This website provides information regarding Medicaid eligilbility.

Money Smart
On-line financial education program for adults and teens, sponsored by the FDIC.
User-friendly government website with financial information, free tools, calculators and worksheets for everything from budgeting to saving.

National Council on Economic Education (NCEE)
The National Council on Economic Education (NCEE) is a nationwide network that leads in promoting economic literacy with students and their teachers. NCEE's mission is to help students develop the real-life skills they need to succeed: to be able to think and choose responsibly as consumers, savers, investors, citizens, members of the workforce, and effective participants in a global economy  
U.S. Small Business Administration website with resources to help start a small business.

Social Security Information for Women
Information about Social Security benefits that woman should know as brides, new mothers, divorced spouses, caregivers, or widows.

Wise Up: Financial Planning for Generation X & Y Women
Women's Bureau of the U.S. Department of Labor website providing resources to help young women make sound financial decisions.

Women Business Centers

Woman-Owned Businesses
U.S. Small Business Association websites with resources to help woman start small businesses.

Online Brochures and Publications:

Banking Basics: You Can Bank On It

Behavioral Patterns and Pitfalls of Investors

Good Credit: Build It and Keep It

Identity Theft: Protecting Your Identity

Life Changes Require Health Choices, Know Your Benefit Options

Money Management for Teens

Saving To Build Wealth: Make Money Work for You

Senior Scams: Just Say No

Taking the Mystery Out of Retirement Planning

What You Should Know About Your Retirement Plan

Women and Retirement Savings

Work Changes Require Health Choices, Protect Your Rights

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