360 Degrees of Financial Literacy

The AICPA and CPA State Societies have joined forces in a national initiative in support of financial literacy, known as 360 Degrees of Financial Literacy. This unique approach recognizes that there are financial challenges in each of our life stages. Each of the following links has background information, tools (including a variety of calculators for issues in each life stage), and FAQs:

• Childhood: Investing ABCs, teaching your kids about money basics, stocks, how to manage a summer salary and more

• College: Budgeting basics, choosing a college, credit and debt, going to college as an adult, insurance issues, paying for college, preparing for college, financial aid and more.

• Career: Budgeting basics, career planning, cars and auto insurance, credit and debt, insurance of all types, financial planning, retirement planning, saving and investing, social security, sudden wealth and taxes.

• Military & Reserves: Includes information unique to military status and items to consider when called up for active duty.

• Couples: Budgeting basics, divorce, insurance considerations, loss of a spouse, unmarried couples, remarriage issues and more.

• Parenthood: Budgeting basics, college savings plans, education planning basics, insurance issues, maternity, special needs children, and tax issues.

• Home Ownership: Buying a home, financing and home equity, homeowners insurance and more.

• Entrepreneurs: Benefits and retirement plans, business insurance, business planning basics, insuring a business, starting a business, self-employment issues, transferring or selling a business.

• Life Crisis: Includes bankruptcy, death, disaster preparedness, long-term disability and care, and unemployment.

• Sandwich Generation: Caring for aging parents, saving for retirement and child's education at the same time, juggling family responsibilities, insurance, housing issues, long-term care and dependent care, social security and more.

• Retirement & Estate Planning: Annuities, assets, beneficiary designations, charitable giving, estate planning basics, health care issues, housing issues, investments, Medicare and Medicaid, probate, saving for retirement and more.

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