Below you will find links to helpful websites.
Budgeting | Credit & Debt | Cutting Costs | Financial Planning | Investing | Military | Retirement
Savings Products | Saving for College | State Employees | Taxes
Credit and Debt
Free Investor Education Booklets
Investor education booklets available for free from DFI, in partnership with Kiplinger's Personal Finance magazine, the Investor Protection Trust and the American Library Association. Topics covered include: stocks, bonds, mutual funds, and more.
Information about investing wisely from the Securities and Exchange Commission.
Investor resources for military families and investors 55+ from the Financial Industry Regulatory Authority (FINRA).
Investor Protection Trust
The Investor Protection Trust provides independent, objective information to help consumers make informed investment decisions.
Top Investment Traps in Washington
The most common investment traps in Washington as identified by the Washington State Department of Financial Institutions.
Military Saves encourages the military community to save and provides resources and information to help you get started.
Financial Field Manual (pdf)
The "Financial Field Manual" focuses on the key issues that can help military families make informed investing decisions, protect their money and their families, and take charge of their financial lives. The 20-page booklet also features success stories from service members and their families.
Saving for College
FINRA – Saving for College
Information about saving for college from the Financial Industry Regulatory Authority (FINRA)
Guaranteed Education Tuition Program
GET is Washington's 529 plan, helping families save for college. With GET, your account is guaranteed to keep pace with rising tuition and you can use it at nearly any public or private college in the country.
Paying for College
Go to College.gov to learn the basics – how to pay for college and ways to be money smart once you’re there.
Scholarships and Grants
Studentaid.ed.gov provides links to government grant programs in addition to private grants and scholarships.
Introduction to 529 Plans
An introduction to 529 plans from Investor.Gov.
Information about student aid from the federal government.
For State Employees
Washington Deferred Compensation Program (pdf)
The Washington State Deferred Compensation Program (DCP) is a supplemental retirement savings program that offers state employees the opportunity to invest money toward securing their retirement.
Department of Retirement Systems
The Department of Retirement Systems is the administrator over Washington public retirement systems. Their website contains helpful information and education about their programs and pension benefits.
Free Tax Preparation
If you earn less than $52,000 or are 60 and older, you may qualify to have your taxes prepared for free.
Earned Income Tax Credit
Low- and moderate-income workers may qualify for an Earned Income Tax Credit. The credit can put more than $1,000, and often more than $2,000, in your pocket. See if you qualify for the Earned Income Tax Credit.
Internal Revenue Service
Information and helpful tips for tax payers.