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: Trainer’s Manual

Library: English | Money Management 1-2-3: Trainer’s Manual . This backgrounder guide is part of our “Money Management 1-2-3” financial empowerment educational and training module. The module also contains three multilingual brochures and a lesson plan with PowerPoint training slides. Category: Money Management Mortgages on Jun 07, 2016

 
Money Management 1-2-3: Powerpoint Slides

Library: English | Money Management 1-2-3: Powerpoint Slides . The Money Management 1-2-3 Powerpoint training file is available for download in the "Download File" section. Category: Money Management Mortgages on May 26, 2016

 
Money Management 1-2-3: Seminar Lesson Plan and Class Activities

Library: English | Money Management 1-2-3: Seminar Lesson Plan and Class Activities . This packet, only available as a PDF file, provides guidance for teachers and team leaders. It contains a detailed curriculum, classroom activities and take-home worksheets. Category: Money Management Mortgages on May 26, 2016

 
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, 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, filing your tax returns, 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

 
 

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