Money Smart

Money Smart resources at Plano Public Library
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Make Smart Financial Choices


Learn how to make smart financial choices that will prepare you for whatever the future brings. Tools for adults include connecting with a SCORE Mentor, virtual financial programs and money and financial resources from Plano Public Library. Teens can learn how far their paycheck will take them with the Game of Life. And parents can teach their children how to make financial choices with Money as You Grow - Children's Books and Financial Discussion Guides

Click on the links to navigate to the topic you are interested in

Virtual Program Schedule


Virtual Program Schedule - Small Business Workshops - September-December 2020 (PDF)

Small Business Workshops

Print schedule and register (PDF) for upcoming workshops on Zoom. Check the calendar for details

Business & Financial Classes


Learn about resources for small businesses, how to start and online business, how to get your business on Google Search and Maps, how to promote your business on social media, and more
SCORE Business Mentoring

SCORE Business Mentoring

Connect with a Dallas SCORE Mentor to receive free small business advice. This is a free service for start-ups or existing businesses. Call SCORE to make an appointment at 214-987-9491
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Medicare 101 Workshop with Plano Public Library 

Medicare 101 Workshop

Are you eligible for Medicare and confused about options for Medicare coverage? Are you still working with employer coverage and wondering if you should sign up for Medicare or not? Are you or a loved one having a hard time affording your Medicare costs? Mary Jane Frank, Benefits Counselor for Area Agency on Aging of North Central Texas, will cover the basics of Medicare and government programs to help with Medicare costs
Watch
Senior Medicare Patrol with Plano Public Library 

Senior Medicare Patrol

The Senior Medicare Patrol has three roles. The first role is to disseminate information on preventing Medicare fraud and abuse. The second role is help beneficiaries resolve issues and complaints regarding healthcare concerns. The third role is to make referrals of suspected cases of Medicare fraud, waste and abuse to appropriate investigative entities. Join Mary Jane Frank with the Area Agency on Aging to learn more about the Senior Medicare Patrol and common Medicare scams
Watch
Protect Yourself from Fraud with Plano Public Library 

Protect Yourself from Fraud

Protect yourself and your family against scammers. Discover how to get Watchdog Alerts, stay informed about con artists’ latest tricks, and learn what to do if you become a victim of fraud. A presentation of the AARP Fraud Watch Network for adults of all ages
Watch
Building Wealth with Plano Public Library 

Building Wealth

Learn basic wealth-building concepts to help you create a plan to meet your financial goals. Whether it's saving money for a major purchase, or paying off debt, leave with a new perspective and least one action step. This program is based on a curriculum created by the Federal Reserve Bank of Dallas
Watch (6/23/2020)
Watch (9/25/2020)
Retirement for Gen Z to Gen X with Plano Public Library 

Retirement for Gen Z to Gen X (Basic)

Learn about resources that will assist you in creating a basic retirement road map. Intended for those new to retirement concepts
Watch
Managing Money on Your Own with Plano Public Library 

Managing Money on Your Own

From banking basics and money management to understanding credit, this course will help teens and young adults build a solid financial foundation from which to start
Watch
Game of Life with Plano Public Library 

Game of Life

Buying a home, paying for college, your first paycheck, and much more! Join us in playing the Game of Life and see how far your paycheck can take you. Learn how your future career can impact your financial life and decision making. Presented by college students from the University of North Texas Student Money Management Center
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Microsoft Classes


Microsoft 365 is designed to help you achieve more with innovative Office apps that include Word, Excel, PowerPoint and more
Technology Microsoft Excel Simple Budgets with Plano Public Library
Microsoft Excel: Simple Budgets An introduction to Microsoft Excel budgets and an overview of how to choose a budget template in Excel and navigate through it

Sign up for Microsoft 365 for a free 30 day trial to follow along with the class
Watch
Technology Microsoft Excel Basic with Plano Public Library
Microsoft Excel: Basic
Learn the basic structure of a worksheet and workbook, along with basic formatting, functions and other data types

Sign up for Microsoft 365 for a free 30 day trial to follow along with the class
Watch (9/2/2020)
Watch (7/15/2020)

Google Suite Classes

Google Suite is an integrated suite of secure, cloud-native collaboration and productivity apps powered by Google AI. Includes Gmail, Docs, Drive, Calendar, Meet and more

Technology Google Suite Digital Skills for Everyday Tasks with Plano Public Library
Google Suite: Digital Skills for Everyday Tasks
Use Google tools to stay organized. Learn to create a personalized to-do list and how to use Google docs for meetings and collaborative work

Sign up for a Google account to follow along with the class
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Technology Google Drive with Plano Public Library
Google Drive (Basic)
Take files with you by setting up a Google Drive account. Learn the basics of file organization and how you can access and save files from a variety of devices. Create a free Google account or sign in to your account to follow along with the class

Sign up for a Google account to follow along with the class
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Technology - Google Docs with Plano Public Library
Google Docs (Basic)
Learn the basics of Google’s free word processing app using a resume as an example. Create a free Google account or sign in to your account to follow along with the class

Sign up for a Google account to follow along with the class
Watch
Technology - Google Sheets with Plano Public Library
Google Sheets (Basic)
Learn the basics of Google’s free spreadsheet app using a monthly household budget as an example. Create a free Google account or sign in to your account to follow along with the class

Sign up for a Google account to follow along with the class
Watch
Technology - Google Slides with Plano Public Library
Google Slides (Basic)
Learn the basics of Google’s free presentation app. Create a free Google account or sign in to your account to follow along with the class

Sign up for a Google account to follow along with the class
Watch

Money & Financial Resources


Additional resources are available on the Research & Learn page
Legal Forms - Gale 
Legal Forms - GALE
Access to authentic, professional legal documents for businesses – filing patents and trademarks, developing leases, creating bills of sale, delegating power of attorney, filing for divorce, creating wills and estates, filing for bankruptcy, and more
Requirements: Library card • Internet access
Access Now: Link
Lydna.com 
Lynda.com
Provides online training courses that cover a variety of topics (including business, design, web development and multimedia skills) and software (Microsoft Office, Adobe Creative Suite and open source applications)
Requirements: Library card • Internet access
Access Now: Link
Morningstar Investment Research Center 
Morningstar Investment Research Center
Investment resource specialized in fund investing. Offers news, commentary, fund information, tutorial, tools and forums. Publishers of annual reports and more
Requirements: Library card • Internet access
Access Now: Link
Value Line Investment Research 
Value Line
Provides information to help you evaluate 3,500 of the most actively traded stocks in more than 100 industries, representing 95% of the daily US trading volume
Requirements: Library card • Internet access
Access Now: Link
Children's Books and Financial Discussion Guides

Money As You Grow for Children


Children's Books and Financial Discussion Guides for Parents


As parents, you’re the top influence on your children’s financial lives. They learn from watching you earn, shop, save and borrow. You don’t need to be a money expert to help them start out strong. Try out these parent discussion guides from CFPB (Consumer Financial Protection Bureau) and start the conversation today
Parent Discussion Guides (PDF)

Personal Stories


Watch the personal stories about planning for the future, building new habits and facing financial challenges Learn about resources for small businesses, how to start and online business, how to get your business on Google Search and Maps, how to promote your business on social media, and more
Watch Start Early
Start Early
Selam is a college student. As part of the Comet Cents program at UTD, Selam teaches her peers about important concepts like planning for your future, building your credit score, analyzing a job offer, and saving for emergencies…and for fun!
Watch


Watch Make a Plan
Make a Plan 
Andrea and her husband refused to be crushed by their debt. They took action, persevered in building new habits, and now have enjoyed nearly 20 years of financial stability. Avoiding the problem doesn’t make it go away
Watch
Watch Look Ahead
Look Ahead
Diane volunteers with This Side UP! Family. Faced with financial challenges Diane made tough choices and got her financial house in order. Her kids were watching and now, as young adults, they find their financial freedom from using a budget to guide their spending
Watch 

Financial Literacy Initiative Receives National Award

Financial Literacy Initiative Receives National Award


The US Conference of Mayors awarded Plano Mayor Harry LaRosiliere the first place 2019 City Livability Award for large cities, recognizing Plano’s Financial Literacy Initiative. Plano Public Library plays a prominent role in this initiative, which features a variety of library programs, exhibits and resources, as well as the Plano Mayor’s Summer Internship Program and Plano Families First resource fair. The award recognizes mayoral leadership in developing and implementing programs that improve the quality of life in America’s cities, focusing on leadership, creativity, and innovation. This year’s winning cities were selected by former mayors from a pool of over 150 applicants. Plano Public Library is proud to serve our community with educational support for financial capability.
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Check Out the DVD


Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions

(NR, 56 min - 2014)

A mix of humor, on-the-street interviews and provocative insights from innovative thinkers explores why we spend, save (or don’t), and how we think about money. Host Dave Coyne travels from Wall Street to Main Street, and from Yale to the Santa Barbara wine country, to find out how our brains — and the marketplace — maneuver to get us to spend money we shouldn’t. A mix of fascinating theory and practical takeaways

Produced by Rocket Media Group, LLC in association with the FINRA Investor Education Foundation and Maryland Public Television

Search "Thinking money" catalog
Movie - Thinking Money: The Psychology Behind Our Best and Worst Financial Decisions