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My Money Oregon

Whether you’re just starting out or planning for retirement, you’re in the right place. Explore tools, guides and resources from our community partners to build your financial confidence and security.We are working together to help you.

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Your Financial Wellness Journey Starts Here

Thinking about money? You’ve come to the right place. Your financial health impacts your overall wellbeing, and our Financial Wellness Hub connects you to a wealth of resources to help you learn, save and better protect your money.

A collaboration between Oregon State Treasurer Elizabeth Steiner and the Financial Empowerment Team.

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Struggling to make ends meet? Saving for big expenses? Doing investment math? Free financial calculators and worksheets make planning easier. If you need a temporary assist -- and are eligible -- the state can help.

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Federal Trade Commission

Free fillable budget worksheet from Consumer.gov is a great tool to get started. Wondering how to begin?

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Department of Human Services

At Oregon’s Department of Human Services, they support the wellbeing of everyone. Learn more about need-based assistance for seniors, youths, working families and people with disabilities.

Every year, Oregonians miss out on millions of dollars in tax credits and incentives, and the State Treasury now has more than $1 billion in unclaimed assets – and some may be yours.

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Oregon Department of Revenue

Get your questions answered about the Oregon Earned Income Tax Credit, Oregon KIDS Credit and Dependent Tax Credits.

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Oregon Education Tax Credits

Every Oregon taxpayer can receive an annual refundable tax credit worth up to $180 when they save for higher education and career training.

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Unclaimed Property

An estimated 1 in 7 Oregonians has unclaimed assets being held on their behalf, from uncashed utility refunds to COVID relief checks. It’s free to claim it.

Borrowing isn’t free. Dealing with debt begins with understanding your financial situation, knowing the landscape and choosing a realistic repayment strategy.

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Free Credit Reports

Secure weekly online reports from Equifax, Experian and TransUnion, and learn to spot identity theft.

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Oregon Student Loan Ombuds

Oregon's Ombuds keeps borrowers informed, helps to resolve disputes with lenders and ensures servicers comply with the law

Upward Oregon at the Oregon State Treasury helps you build a more secure future for yourself and your loved ones, with savings plans for education, retirement and disability-connected costs.

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Upward Oregon

Upward Oregon strives to make financial wellness a reality for everyone in Oregon.

While you are reading this, somebody is trying to figure out how to separate you from your money. Take smart steps to not be a victim.

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Oregon DCBS

Before you hand over money, check the Oregon license status of financial brokers and construction contractors.

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Federal Trade Commission

Add yourself to the Do Not Call registry, report fraud, and review red flags of suspicious activity.

Knowledge is power. Be more confident at every life stage, from high school to retirement – and everywhere in between.