The Financial Consultation Program
The University of Massachusetts, Worcester Employee Assistance Program (EAP) has partnered with CLC, a leading provider of affordable legal and financial services, to provide employees with consultation by financial professionals.
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:
- 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:
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.
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
MassResources.org is a free information web site that is run by a small non-profit organization, Community Resources Information, Inc.
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.
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
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