Financial Education Resources

Looking for free financial resources? Explore the programs below for tools on personal finance, what to do with unexpected money, and how to apply for a bonus for service in the military.

Massachusetts residents can access free resources to learn more about basic personal finance, applying for a bonus for military service, or searching for unclaimed property. These programs are managed by the Massachusetts State Treasurer’s Unclaimed Property Division, the Office of Economic Empowerment, and the Veterans’ Bonus Division.

Visit the links below to learn more. If you have any questions, email empowerment@tre.state.ma.us.

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Personal Finance Resources

Claim $50 in Education Savings with BabySteps

With BabySteps, every child who is a Massachusetts resident is eligible to receive a $50 deposit into a U.Fund 529 acount within one year of their birth or adoption. Funds can be used for college tuition, vocational training, K-12 costs, and more. 

Create a Free Financial Education Account

Enrich is a financial education platform that's free to Massachusetts residents through the State Treasurer's Office of Economic Empowerment. Create an account today to get personalized recommendations and a plan to achieve your financial goals. 

Search for Unclaimed Property

The Unclaimed Property Division is holding over $3 billion in unclaimed funds for the citizens and businesses of the Commonwealth. The Division holds these lost funds until they are claimed by either the original owner or their heirs. Claiming property is fast, easy, and free.

Apply for a Bonus for Military Service

The Veterans’ Bonus Division is proud to provide bonus payments for veterans, service members, and their families for qualified service in the United States military. Through its bonuses, the Division serves veterans of the Commonwealth and their families by providing financial assistance when eligible. The Veterans' Bonus Division distributes bonuses for eligible active duty, discharged, and deceased Massachusetts veterans who served during various conflicts in single or multiple deployments.

Explore the Small Business Resource Toolkit

The Massachusetts Treasury's Small Business Resource Toolkit provides a range of important information small businesses need when starting up or expanding. The toolkit website offers valuable educational materials on how to plan, maintain, and grow a successful small business. The website also features a Small Business Resource Map featuring over 1,200 organizations in Massachusetts that help small businesses with technical assistance, business counseling, financing, and more.

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