Financial Literacy

The MACPA is part of a nationwide effort to help consumers become wise money managers. Educating individuals in personal finance and helping small business owners is vital to Michigan’s and the nation’s future. These tools will help you with financial decisions – whether you’re starting college, launching a business or considering retirement – or somewhere in between.

Financial Inventory

The MACPA has developed a comprehensive financial inventory to support individuals and families in their effort to summarize financially related information. This inventory is not only useful in late-life or end-of-life planning, but also for couples or individuals who want to take a collective look at their financial assets and liabilities no matter what their stage in the life cycle. This inventory can be filled out at any stage of life, and is available in word and excel form. Download your copy using the links below:

• Instructions for both versions
• Excel Version
• Word Version

Financial Affairs at the End of Life

The MACPA's Financial Literacy Task Force, through a partnership with Hospice of Michigan (HOM), completed work on the 2nd edition booklet titled Financial Affairs at the End of Life. The financial impact on end-of-life planning for families can be  devastating. While patient hospice care is covered by insurance programs, HOM previously did not have a program for providing families with financial counsel. The booklet includes checklists and directives for families to utilize in end-of-life planning for loved ones.  Download Your Copy Today!

• Standard Version 
• Large Text Version 

360 Degrees of Financial Literacy

Managing your finances is a lifelong journey. The American Institute of Certified Public Accountants with support from the MACPA presents 360 Degrees of Financial Literacy. This web site offers loads of information in the form of articles, FAQs and tools to help you make financial decisions at every stage of your life including:  

• Childhood
• College 
• Career  
• Military & Reserves 
• Couples & Marriage 
• Parenthood 
• Home Ownership 
• Entrepreneurs 
• Life Crisis 
• Retirement

Tools for Small Businesses 

Whether you’re starting a business, building the one you have, or stepping up to run a family business, you need information to help you make sound financial decisions. The AICPA, with support from the MACPA, presents 360 Degrees of Financial Literacy, including valuable articles, tools and FAQs specifically for small business owners.

MACPA Community Partnerships

Click on the links below to learn more about how CPAs generously donate their time and talents to several initiatives, which promote financial literacy among Michigan residents.

• Free CPA Speakers – the MACPA can provide a free CPA speaker on a financial or business topic for your community, nonprofit or school group.
• MACPA Accounting Blitz in conjunction with Junior Achievement
• Hospice of Michigan “Financial Affairs at the End of Life” Resource Booklet
• Tax Preparation Assistance through Accounting Aid Society 

Additional Financial Literacy Web Sites

• America Saves 
• Jump$tart Coalition for Personal Financial Literacy 
• Junior Achievement 
• U.S. Dept. of Treasury for Kids