English Library: Banking

Some of the following Consumer Action publications are available in bulk for non-profit or government agencies to distribute for educational purposes. Further info can be found on the How To Order Publications page.

Saving to Build Wealth - Make money work for you (English)

Library: English | Saving to Build Wealth - Make money work for you (English) . This brochure provides information about the importance of saving, setting short- and long-term goals to promote saving, opening a savings account and ways to make your money grow faster, including certificates of deposit (CDs), individual retirement accounts (IRAs), U.S. Savings Bonds and college savings accounts. Category: Banking Investment Money Management on Sep 15, 2010

 
Saving to Build Wealth - Seminar Lesson Plan Packet

Library: English | Saving to Build Wealth - Seminar Lesson Plan Packet . This PDF packet provides guidance for teachers and team leaders. The 27-page packet contains a detailed curriculum, classroom activities and take home worksheets. Category: Banking Investment Money Management on Feb 05, 2009

 
Understanding Debit Cards

Library: English | Understanding Debit Cards Plastic with a difference. Debit cards look similar to credit cards, but they work differently. This publication explains how they work, what consumer protections exist and how cardholders can address problems with billing and unauthorized use. Category: Banking Credit Money Management on Apr 01, 2008

 
How to send money home

Library: English | How to send money home Tips for transferring money overseas. Many immigrants send some of their earnings to relatives and friends in their home countries. There are several ways to transfer money overseas. This publication explains the different types of companies that can help with this task. Category: Banking on Jan 06, 2006

 
Checking Accounts (2000)

Library: English | Checking Accounts (2000) The better, safer way to handle your money. A fact sheet explaining the basics of checking accounts. Describes what to look for in a checking account and a checking account check list, as well information about electronic transfer accounts (ETAs), ATM cards and how to open a checking account Category: Banking Money Management on Apr 01, 2000

 
Successful Saving and Investing (2000)

Library: English | Successful Saving and Investing (2000) . A fact sheet explaining the differences between various types of savings accounts, how to open a savings account and what the basics of investing are. Category: Banking Investment Money Management on Apr 01, 2000

 
Questions & Answers About Financial Services

Library: English | Questions & Answers About Financial Services A Guide to Help You Educate Your Clients About the Value of Having a Bank Account. A guide to help community-based organization staff educate their clients about the value of having a bank account. Includes detailed information on banks, checking accounts, electronic transfer accounts (ETAs), credit unions, secured credit cards, loans to avoid and more. Category: Banking Money Management on Apr 01, 2000

 
Banking Basics

Library: English | Banking Basics Checking Account Check List. An illustrated fact sheet that explains how to open a checking account. Explains different kinds of accounts and their fees, check processing, automatic deposit and bill paying, and ATM/debit cards. Category: Banking Money Management on Apr 01, 1993

 
Surviving and Controlling Debt

Library: English | Surviving and Controlling Debt Know What You Want. An illustrated fact sheet that discusses the importance of managing debt so that it does not become a problem. Explains debt danger signals and how to reduce debt. Also explains collection agencies, debt counseling, and bankruptcy. Category: Banking Money Management on Apr 01, 1993

 
Budgeting and Planning

Library: English | Budgeting and Planning Building a Better Future. An illustrated fact sheet explaining how to control financial problems by budgeting and planning. Explains the functions of a budget, how to do a cash flow analysis, and how to create a workable budget. Also describes how to stick to a budget and make it work. Category: Banking Money Management on Apr 01, 1993

 
 

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