English Library: Investing

All Consumer Action publications are available online, with most also available as a PDF download. Government agencies, nonprofits and other community-based organizations who wish to distribute our publications for educational purposes can use the PDF file to instantly produce a professional-looking brochure using an office printer.

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: Credit Debt Collection Housing Insurance Investing Mortgages Money Management Taxes on Sep 03, 2024

 
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: Insurance Investing Medical/Healthcare Mortgages Money Management on Sep 03, 2024

 
Investing for Communities of Color: Build generational wealth

Library: English | Investing for Communities of Color: Build generational wealth
For a number of reasons, communities of color invest at lower rates than white people do. But investing is a key component of achieving long-term financial security and building generational wealth. This publication explains the barriers to investing for communities of color, as well as why it’s crucial to start investing now, how to get started (even if you don’t have much to invest) and stay on track, and where to find more information about investing and personal finance. Category: Investing on Mar 05, 2023

 
Investing for Women: Take control of your financial future

Library: English | Investing for Women: Take control of your financial future
Women have some additional challenges to overcome when planning for the future and getting started investing. This publication identifies some of the barriers to investing that women face, explains why women must invest, and offers tips and resources for getting started and managing an investment portfolio wisely. Category: Investing on Feb 03, 2023

 
Investing Basics: Get started putting your money to work for you

Library: English | Investing Basics: Get started putting your money to work for you
Investing is a crucial element of any long-term financial plan. This guide introduces the fundamentals of sound investing, presents key considerations when choosing investments, explains how to open an account, and provides resources to help you learn more. Category: Investing on Dec 06, 2022

 
Money Management 1-2-3: PowerPoint slides

Library: English | Money Management 1-2-3: PowerPoint slides

The Money Management 1-2-3 PowerPoint training files are available for download below. (NOTE: Disregard the “No Download Available” message and scroll down to “Click your preferred download option below.”)

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
Money Management 1-2-3: Lesson plans and class activities

Library: English | Money Management 1-2-3: Lesson plans and class activities

These PDF files provide guidance for educators teaching the Money Management 1-2-3 curriculum. Each contains a detailed lesson plan, classroom activities, and take-home worksheets for the particular section (Part 1, 2 or 3) being presented. (NOTE: Disregard the “No Download Available” message and scroll down to “Click your preferred download option below.”)

Category: Banking Credit Debt Collection Housing Insurance Investing Mortgages Money Management Student Loans Taxes on May 26, 2016

 
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 Investing Money Management on Oct 02, 2012

 
Questions and Answers About Financial Services

Library: English | Questions and Answers About Financial Services: A guide to banking

This publication provides detailed information on banks, credit unions, checking and savings accounts, Electronic Transfer Accounts (ETAs), debit cards, bank fees, Internet and mobile banking, lower-risk investments, secured credit cards and more.

Category: Banking Investing Money Management on Oct 01, 2012

 
Saving to Build Wealth - PowerPoint Training Slides (English)

Library: English | Saving to Build Wealth - PowerPoint Training Slides (English)

The Saving to Build Wealth Powerpoint training file is available for download in the “Download File” section.

Category: Banking Investing Money Management on Apr 29, 2011

 
 

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