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2014 Top 12 Financial Capability Links for Persons with Disabilities, Family Members and Service Providers

Financial Capability is defined as a combination of knowledge and skills to inform financial decisions and behaviors, identify opportunities to improve financial stability, and manage financial resources effectively. A wide variety of websites provide information and tools to help improve the financial capability of individuals. National Disability Institute has put together our top financial capability links for 2014.

Earned Income Tax Credit and Free Tax Preparation

1. MyFreeTaxes

MyFreeTaxes provides free state and federal tax preparation and filing assistance for qualified individuals or families with a combined income of $58,000 or less in 2013.

2. Free Tax Preparation by Volunteers

The Volunteer Income Tax Assistance (VITA) Program offers free tax help to people who make $52,000 or less and need assistance in preparing their own tax returns. This website provides a search feature to identify VITA programs by zip code.

3. National Disability Institute’s Virtual Tax Toolkit

National Disability Institute's Virtual Toolkit provides easy access to tools and resources to build an inclusive community of practice for VITA and Asset Building Coalitions across the country.

Financial Education

4. Better Money Habits provides free, easy-to-understand videos and practical tips and tools to help build better money habits. This website was developed by Bank of America in partnership with Khan Academy.

5. Consumer Financial Protection Bureau

The Consumer Financial Protection Bureau’s mission is to make markets for consumer financial products and services work for Americans — whether applying for a mortgage, choosing among credit cards, or using any number of other consumer financial products. This website provides information, resources, and tools to ensure consumers can make sound financial decisions and an option to submit a complaint should an issue arise.


6. LEAD Center

The LEAD Center is a collaborative of disability, workforce and economic empowerment organizations dedicated to a single mission: advancing sustainable individual and systems level change to improve competitive, integrated employment and economic self-sufficiency for all people across the spectrum of disability. The LEAD Center website provides resources, reports, archived training, and a calendar of events to build users’ knowledge on the leadership, employment, and economic advancement of individuals with disabilities.

7. Workforce3One

Workforce3One offers e-learning, knowledge sharing, resource information, and tools for workforce professionals and other to build the capacity of the workforce investment system to successfully meet the employment needs of America’s workforce and employers. Sponsored by the U.S. Department of Labor/Employment and Training Administration (ETA), Workforce3One offers extensive training, resource, and toolkits on a wide variety of workforce topics, at no cost to the user.

Benefits Planning

8. Work Incentive Planning and Assistance (WIPA)

WIPA programs provide free benefits counseling services to enable beneficiaries with disabilities to make informed choices about work, and to support working beneficiaries to make a successful transition to self-sufficiency. This website provides a search function to locate WIPA services by zip code. This website also provides information on Social Security's Ticket to Work, a return to work program that offers people with disabilities an opportunity to achieve greater independence by providing choices in employment services and access to meaningful work.

9. Plan to Achieve Self-Support (PASS) Online

PASS Online provides basic information about a PASS – a social security work incentive that lets you use your own income or assets to help you reach your work goals. This website also includes a PASS application form with drop down sample answers and helpful hints to assist in completing the application online.

Asset Development

10. Individual Development Account Resources* is a one-stop source for information on the Assets for Independence program and Individual Development Accounts (IDAs). IDAs are matched savings accounts designed to promote asset building for low-income workers with and without disabilities. This website provides a listing of IDA providers around the country in addition to the positive impact of IDAs on individuals with disabilities, including those who receive Social Security disability benefits.

11. is a product of the Congressionally chartered Federal Financial Literacy and Education Commission, to strengthen financial capability and increase access to financial services for all Americans. This website provides tools and resources on five key principles of financial education; earn, save & invest, protect, spend and borrow.

12. LearnVest*

LearnVest’s mission is to empower people everywhere to take control of their personal finances so that they can afford their dreams. This website offers a range of tools to meet this mission; resource center, daily webzine, checklists, quizzes, bootcamps, and access to a financial planner.


*NDI cannot confirm that these websites are accessible by screen readers such as JAWS or Zoomtext.