Resource Topic: Financial Literacy

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This blog post equips service providers with ready-to-use language for responding to newcomers’ common questions about U.S. taxes. Topics covered include filing requirements, income reporting, refunds, payment plans, and how immigration status intersects with tax obligations. You can use these responses as a starting point for client conversations and refer newcomers to tax professionals for […]

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This guide outlines key RCA rules, distinguishing which aspects are fixed by federal regulation and which areas allow state-level flexibility. This information is intended as a comprehensive reference for understanding where states can shape their RCA programs and where they must comply with uniform federal requirements. The guide covers critical topics including eligibility time limits, […]

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Paying and filing yearly taxes can be a stressful and confusing process, especially as tax law differs based on each person’s location and personal financial situation. This guide introduces service providers to the basics of tax law and tax obligations for newcomer clients.

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This online self-directed course is designed for newcomer service providers who support clients in navigating and filing U.S. income taxes, and newcomers who want to gain knowledge and understanding about U.S. income taxes.

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Many newcomers who practice Islam adhere to Sharia-compliant finance principles, which emphasize ethical practices and prohibit interest-based transactions. However, finding financial products that align with these principles while ensuring safety and avoiding exploitation can be challenging. This guide equips service providers with essential knowledge on Islamic finance principles, ethical banking alternatives, and strategies to help […]

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Led by: Kevin Davis, Sr. Program Officer, Workforce Development IRC PE Guest speaker: Maria Sigalas, Sr. Program Officer, Financial Capabilities IRC PE   Episode overview: Finances are a primary concern for many newcomer families. However, newcomer women are often underrepresented in many economic empowerment and financial capabilities programs offered by refugee service providers. What are […]

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This blog post, produced by Switchboard with assistance from the Consumer Financial Protection Bureau (CFPB), describes how service providers can help clients prevent and report fraud, identifies common scams that often affect refugees and newcomers, and shares resources to build newcomers’ financial literacy. This blog post accompanies Switchboard’s information guide Reporting Scams and Fraud to […]

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A refugee’s resettlement journey involves not only acclimating to a new environment, but also learning the intricacies of a new financial system often vastly different from that of their home country. Navigating personal finance is thus a challenging task for many newcomers. Gaining a thorough understanding of the U.S. financial system empowers newcomers with the […]

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Refugee and newcomer clients may be eligible for Supplemental Security Income (SSI) depending on their age or health condition. However, applying for SSI is a long and complicated process. With contributions from Kara Friesen, Bayle Conrad, Dr. Andrea Green, and Dr. Meera Siddharth, this blog post answers some of the most common FAQs about SSI […]

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Asset building and self-sufficiency are important goals for newly resettled refugees in the United States. Individual Development Accounts (IDAs) can play a vital role in developing financial literacy and independence through matching funds and building assets. This resource, created by Switchboard, will assist service providers in understanding IDAs, their benefits, and provide additional resources.