LOGIN

Create Account
Login Help

CPE Search

Site Search

Page Tools

Text Size: A A A A

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:


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!

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:  

Tools for Small Businesses 

360 Degrees of Financial Literacy for Business Owners

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.

Additional Financial Literacy Web Sites

Contact Us

5480 Corporate Dr.,
Suite 200
Troy, MI 48098-2642 (map)
248.267.3700
macpa@michcpa.org

Follow Us