English Library: Money Management

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.

Money Management 1-2-3: THREE: Planning a Secure Future

Library: English | Money Management 1-2-3: THREE: Planning a Secure Future . The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part three, Planning a Secure Future, focuses on leaving the workforce, funding your retirement and protecting what you've accumulated. Topics include tapping your investments and home equity, staying adequately insured, managing medical expenses, the basics of estate planning and, for some grandparents, raising a second family. Category: Money Management Mortgages on Apr 05, 2016

 
Money Management 1-2-3: TWO: Achieving Financial Goals

Library: English | Money Management 1-2-3: TWO: Achieving Financial Goals . The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part two, Achieving Financial Goals, addresses updating your budget, accumulating a nest egg and protecting your assets. Topics include budgeting and debt management, filing your tax returns, saving and investing, homeownership and insurance. Category: Money Management Mortgages on Apr 05, 2016

 
Money Management 1-2-3: ONE: Getting a Strong Start

Library: English | Money Management 1-2-3: ONE: Getting a Strong Start . The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part one, Getting a Strong Start, addresses how to manage your income, use credit wisely and live within your means. Topics include understanding your pay stub, creating a budget, setting up bank accounts, establishing and building good credit and managing student loans. Category: Money Management Mortgages on Apr 05, 2016

 
Get Credit for Your Hard Work (2015 Tax Year)

Library: English | Get Credit for Your Hard Work (2015 Tax Year) Low-income working taxpayers may qualify for the federal EITC. The Earned Income Tax Credit (EITC) helps low-income, working taxpayers and families get more money back when they file their federal income tax return. This publication contains EITC guidelines for the 2015 tax year. Category: Money Management on Jan 14, 2016

 
Choosing a Prepaid Card - PowerPoint Training Slides

Library: English | Choosing a Prepaid Card - PowerPoint Training Slides . The Choosing a Prepaid Card PowerPoint training file is available for download in the "Download File" section. Category: Banking Credit Cards Money Management Prepaid Cards on Oct 15, 2015

 
Choosing a Prepaid Card - Seminar lesson plan and class activities

Library: English | Choosing a Prepaid Card - Seminar lesson plan and class activities . This 24-page packet, only available as a PDF download, contains a detailed curriculum for teaching how to choose, use and manage a prepaid card wisely, and two classroom activities that provide an opportunity for participants to apply what they’ve learned. Category: Banking Credit Cards Money Management Prepaid Cards on Oct 15, 2015

 
Choosing a Prepaid Card: A Backgrounder

Library: English | Choosing a Prepaid Card: A Backgrounder . The "Choosing a Prepaid Card" training manual provides the answers to many of the questions that a consumer shopping for a reloadable prepaid card might have, from "Where can I find a list of the card's fees?" to "Whom do I contact if I have a problem with my card?" Category: Banking Credit Cards Money Management Prepaid Cards on Oct 14, 2015

 
A consumer’s guide to choosing a prepaid card

Library: English | A consumer’s guide to choosing a prepaid card . A prepaid card that charges low fees, comes with desirable features and offers strong consumer protections can be a good choice for many consumers. This publication will help you learn how to compare your options and choose the best prepaid card for your needs. Category: Banking Credit Cards Money Management Prepaid Cards on Jun 16, 2015

 
The right overdraft protection plan

Library: English | The right overdraft protection plan A wise choice. Spending more money than is in your checking account can be a costly mistake. This fact sheet presents the consequences of overdrawing your account, the high cost of “courtesy” overdraft coverage, the better overdraft protection plans that exist and tips for avoiding overdrafts altogether. Category: Banking Money Management on Mar 10, 2015

 
Auto Insurance - PowerPoint Slides

Library: English | Auto Insurance - PowerPoint Slides . This downloadable 16-slide PowerPoint presentation is designed to be used in conjunction with the auto insurance lesson plan. The slides provide a visual component to the training that will help to engage learners and improve retention. Category: Automobiles Insurance Money Management on Feb 19, 2015

 
 

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