Financial Toolkit
Looking for something to help you on your financial journey? Look no further! This toolkit contains downloadable worksheets, links, and other resources to help you with your finances.
Do you need something we don’t have yet? Let us know.
Blank Letters
To use our fill-in-the-blank letters simply:
- Download the letter
- Change the parts of the letter highlighted in yellow to fit your needs
- Save or print the letter
- Send the letter by email or US mail
Request for Reduced Payments (Payment Plan)
Credit Report Dispute Letter – Federal Trade Commission (FTC)
Online Resources
- Financial Glossary
- Financial terms glossary (CFPB) (also in Arabic, Chinese, Haitian Creole, Korean, Russian, Spanish, Tagalog, and Vietnamese)
- Better Money Habits from Bank of America (also in Spanish)
- Consumer Financial Protection Bureau (CFPB) (also in Arabic, Chinese, Haitian Creole, Korean, Russian, Spanish, Tagalog, and Vietnamese)
- FTC Consumer Advice (also in Spanish)
- FDIC Money Smart (also in Spanish)
- Hands on Banking from Wells Fargo (also in Spanish)
- Khan Academy
- National Endowment for Financial Education (NEFE)
- NerdWallet
- PNC Insights
- Ready Set Bank from Capital One (also in Spanish)
- Regions Next Step (also in Spanish)
- EdWords of Wisdom by Edward Jones
- BankOn – Simple, low fee bank accounts that meet United Way’s banking standards and are available at many community banks and credit unions
- Next Step by Regions – Credit Resource Center (also in Spanish)
- Measuring Financial Well-Being by the Consumer Financial Protection Bureau (CFPB) in English and Spanish
- BBB.org – The Better Business Bureau offers ratings and assistance to consumers researching or needing help with a problem between them and a business
- BBB’s Scam Survival Toolkit – If you fall victim to a scam, the BBB helps you create a personalized recovery plan.
- BBB’s Scam Tracker – Lookup an existing scam in the scamtracker database, updated daily.
- Clark.com – Clark Howard‘s website includes many resources on scam, fraud and other financial topics
Fraud.org – nonprofit advocacy organization that promotes the interests of consumers and workers in the United States and abroad. NCL staff have dedicated themselves to this mission through investigation, public interest advocacy, and consumer education.
- Clark.com – Clark Howard’s website includes many resources on how to save money on your bills
- The Minimalists – save money by learning to simplify your life, buy less stuff and spend more time and money on things you enjoy
- St. Petersburg Innovation District Ecosystem Map – Information about small business resources grouped by business stage and need.
- Next Step by Regions – Business Resource Center (also in Spanish)
- Introduction to the W-2 from Khan Academy
- Introduction to the 1040EZ from Khan Academy
- Personal Taxes Overview from Khan Academy
- VITA Program from United Way Suncoast – Free tax preparation assistance in the Tampa Bay, FL area
- Next Step by Regions – Homeownership Resource Center (also in Spanish)
Podcasts and Shows on Financial Topics
- Farnoosh Toorabi’s So Money – focuses on general financial knowledge and business issues like asking for a higher salary
- How to Money – Friends and experts Joe and Matt give general financial advice on a variety of topics
- Jean Chatzky’s Her Money – focuses on women and money
- Suze Orman’s Women and Money – focuses on women and money
- Tiffany Aliche’s Brown Ambition – from a Nigerian immigrant family, Tiffany focuses on general finance and issues specific to African or African Americans in the United States.
- Radio show about small business and financial topics delivered in Haitian Creole. The show is Monday to Friday from 7:30 AM to 7:40 AM. It is broadcast on: WPBR 1340 AM (South Florida), 96.1 FM (South Florida), WNDO 1520 AM (Orlando), WTPA 1590 AM (Tampa Bay), and Safpase.fm