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Financial Education 

Tools and guides to reach your financial goals

Below are links to government websites that provide useful tools and guides to help you make the most of your money and meet your goals.

Planning for Retirement

You’ve already taken an important step by enrolling in CalSavers. These guides will help you figure out how much you should save and learn more about other sources of retirement income in addition to CalSavers, like Social Security.

Savings 

Whether you want to put money aside for unexpected expenses or make a plan to save for your future goals, here are some tools that can help. 

Investing 

CalSavers gives you access to a simple investment tool: the Individual Retirement Account (IRA). Learn more about what it means to invest, types of investments and how to avoid scams. 

Setting Goals and Building Budgets