Online Resources

Financial Resources
General:

Budgeting and Debt Management:

Credit Reporting:

Housing:

Investing and Retirement:

UVA Retirement Options:

Taxes:

Related Newsletters:

Worksheets:

  • Account List Tracking: Provides a list of account types in order to organize and track personal account data. Can also be a helpful resource when in the process of moving/changing addresses/changing names with various accounts.
  • Annual Expenditures: Useful for tracking current expenses as well as projected expenses during retirement.
  • Budget Worksheet: Useful for budget tracking. Spreadsheet includes formulas to assist with calculation.
  • Debt Worksheet: Useful for debt tracking.
  • Recordkeeping Guide: Provides helpful information regarding where to store important records and papers.
  • Settling an Estate: Checklist

Legal Resources

  • Central Virginia Legal Aid Society: (CVLAS) is a non-profit organization providing free legal advice and representation to low income or elderly persons in five cities and 15 counties in Central Virginia. Offices are located in Richmond, Petersburg and Charlottesville.
  • Faculty and Employee Assistance Program
  • Legal Aid Justice Center
  • NOLO: Includes legal books, forms, software, and articles to help with estate planning, wills, small business, divorce, real estate, debt, investment planning, retirement, and more.