Just for Teachers

You're devoting your time and talents to teaching others - here's some information to help you learn how to save and invest wisely.

Investing Wisely Getting started - how do I begin to secure my financial well-being? Evaluating my retirement plan options - what should I consider? Asset allocation, diversification, and rebalancing - what do I need to know? What kind of questions should I ask? If you have questions about a securities related topic, check here first.  If you still need help, contact us.

Calculators 403(b) Savings Calculator - use this to help figure out how much you may be able to save in your retirement plan. "Ball Park Estimate Retirement Calculator" - a one-page worksheet that can help you quickly calculate how much you need to save for retirement. Mutual Fund Cost Calculator - compare costs of various mutual funds quickly and easily.

Teacher Care Package

You take good care of your students, now let us help you.  For a free "care package" of useful publications that can help you make wise investment decisions, click here.

For Students and Teachers

Here are some useful resources for teaching others about saving and investing.

Tips and Talking Points A guide for teachers and parents to help young people learn about saving and investing. Quiz Test Your Money Smarts is an interactive quiz that you can take online and learn the correct answers immediately. It’s also posted in a ".pdf" format that you can view using Adobe Acrobat. After you've taken the quiz, you can see the answers by using Adobe Acrobat.

Posters for the Classroom We've designed posters showing kids the importance of saving money. It is amazing to see the power of compound interest at work! Links for Curriculum Resources You can find a clearinghouse of resources and teaching ideas on the Web site of the Jump$tart Coalition for Financial Literacy.  The Securities Industry Foundation for Economic Education sponsors the Stock Market Game in cooperation with state centers of economic education.