Our Budget and Finance resources were provided by our speakers Anna Rhoads and Szifra Birke and accompany our seminar “Expand your financial wealth and knowledge!” (February 2021).

Budget apps and tools

How to set up automatic savings

  • Through your bank
  • For first time investors with little disposable income: Acorns, Stash
  • For those with more investable income interested in index investing: Betterment, Vanguard


  • Bridges, William. Transitions: Making Sense of Life’s Changes  25th Anniversary Edition >> More info
  • Godfrey, Joline Raising Financially Fit Kids >> More info
  • Kessel, Brent. It’s Not About the Money. >> More info
  • Mellan, Olivia. Money Harmony. >> More info
  • Patterson, Kerry. Crucial Conversations: Tools for Talking When Stakes are High. >> More info
  • Perle, Liz. Money: A Memoir: Women, Emotions and Cash. >> More Info
  • Roth, Geneen. Lost and Found: One Woman’s Story of Losing Her Money and Finding Her Life. >> More info
  • Scott, Susan. Fierce Conversations. >> More info
  • Solomon, Amanda Mills and Syble. Bringing Money into the Conversation. >> More info
  • Solomon, Syble. Money Habitudes. >> More info
  • Zweig, Jason. Your Money and Your Brain. >> More info

Money Psychology Coaches

Other resources

  • Savings calculators: Your bank most likely has one on its website, otherwise just search for “savings calculator” or use the ones available on Credit Karma or Nerd Wallet
  • Immigrants and Natives to Wealth – James Grubman, Ph.D. and Dennis T. Jaffe, Ph.D. www.JamesGrubman.com


Anne RhoadsAnne Rhoads is a Teaching Assistant in the Department of Economics at University of Massachusetts Lowell and a volunteer with Budget Buddies.




Szifra BirkeSzifra Birke is an Executive Leadership Coach and Financial Behavior Specialist. She has been featured for work with money psychology in Business Week, Investment News, Dow Jones Newswire, The Christian Science Monitor and The Boston Globe.