Future Planning

Financial Literacy

Courses and counseling can help you prepare to handle your finances.

Legal Documents

Developing a plan for your child or yourself may involve drawing up some legal documents. These might contain a will, power of attorney, medical directive, trust, or guardianship.

Savings Plans

There are some programs available to help you save money for post-secondary training or college, for starting a business or for buying a car. These include college saving plan, pre-paid college programs, and establishing an Individual Development Account.

Benefits Planning

To help people make informed choices about employment and benefits, the Social Security Administration (SSA) established a program called Benefits Planning, Assistance and Outreach (BPAO).