- Investing in Bonds
Learn the basics of investing in bonds. - Mortgage information from Consumer Financial Protection Bureau
Get answers to your mortgage questions from a Federal Government agency. - Research Brokers and Investment Advisors
Tips on how to find information about individual brokers, firms and investment advisors. - MyMoney
Get free, reliable financial information including tools like calculators, budget worksheets, and checklists. - Retirement Calculator
AARP retirement calculator--are you saving enough? - Social Security Benefit Calculator
Estimate your Social Security benefits. - Mortgage Calculator
Estimate your mortgage payments including taxes and insurance. - Buy vs. Rent Interactive Graph
Is it better to rent or buy a home?
Personal Finance & Tax
Wells Fargo & Co, Berkeley c1885
Consumer Protection (Scams, Credit Reports, Stolen Information & More)
https://consumer.ftc.gov/features/librarians
Free Tax Help
The AARP is offering socially distanced tax assistance this year.
Also, use the United Way's site to help you find free tax preparation as well, including locations in Berkeley.
An excellent resource for information is earnitkeepitsaveit.org.
Tax and Personal Finance Resources
Central Library is providing a limited amount of State and Federal tax forms at Outdoor Pickup.
Can't decide if you should file a 1040 or 1040-A? Want to know if your retirement fund is safe? Whether you are a novice investor or a stock market expert, we have many resources to help with your Personal Finance and Tax questions. In addition to a large collection of books, we provide free online access to Morningstar Investment Center and Tax and Investment ebooks available anytime, anywhere with your Berkeley Public Library card.
Personal Finance & Tax
- California Franchise Tax Board
California Franchise Tax Board's site, filled with tax forms, tax return information and payment options. - Internal Revenue Service
The IRS site, complete with forms, refund status, online filing and payment options. - Alameda County Property Taxes
Look up and pay your property taxes in Alameda County. - How to Choose Tax Preparation Software
Consumer Reports suggestions for choosing the best tax prep software for you. - Tax Return Extensions
Information on extensions of time to file tax returns can be found at this IRS website. - How Income Taxes Work
Learn more about how the income tax functions. - Free Tax Return Preparation
The IRS has two programs to assist military, low income and elderly tax filers with the preparation of returns. - Tax Fraud Alerts
Learn about tax fraud and schemes from the IRS and help report suspected fraud activities.
Information on more than 30,000 stocks, funds, and other investment products. Also Includes independent analysis, industry information, stock charts, and portfolio building tools. Access for one user at a time.
Formerly ReferenceUSA. Provides basic information on more than 24 million businesses and more than 262 million consumers in the US and Canada. Search for jobs, location, and industry; Find new business opportunities; Research executives & companies worldwide; Track down addresses and phone numbers; Locate out-of-town companies.
Access legal information on topics including Accident Claims, Bankruptcy, Buying a House, Divorce, Getting a Green Card, Living Trusts, Personal Injury, Selling a House, Wills and more. Includes access to many full-text Nolo books and legal forms.