English Library: Money Management

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.

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 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 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

 
Checking and Savings Accounts - PowerPoint Training Slides

Library: English | Checking and Savings Accounts - PowerPoint Training Slides

This downloadable PowerPoint presentation is designed to be used in conjunction with the “Checking and Savings Accounts” lesson plan. The slides provide a visual component to the training that will help to engage learners and improve retention.

Category: Banking Money Management on Feb 26, 2014

 
Checking and Savings Accounts - Seminar Lesson Plan and Class Activities

Library: English | Checking and Savings Accounts - Seminar Lesson Plan and Class Activities

This downloadable packet guides community educators through a two-hour presentation on selecting, opening, using and managing checking and savings accounts. In addition to the lesson plan (to be used in conjunction with the downloadable PowerPoint presentation), the packet includes exercises, resources and a class evaluation form.

Category: Banking Money Management on Feb 25, 2014

 
An Employee’s Guide to Payroll Cards

Library: English | An Employee’s Guide to Payroll Cards

This four-page guide is designed to help employees who work for companies that offer a payroll card to determine whether that is their best option, understand how the cards work and how to avoid fees, and know their rights.

Category: Banking Credit Consumer Rights Money Management Prepaid Cards on Feb 19, 2014

 
Questions & Answers about Bank Accounts

Library: English | Questions & Answers about Bank Accounts

This backgrounder answers many questions about checking and savings accounts in much greater detail than the companion brochure. Written in Q&A format, the guide includes in-depth information on more than a dozen banking topics, from selecting a bank account, using an ATM and understanding overdraft protection to overcoming barriers to getting an account and how to use online and mobile banking services.

Category: Banking Money Management on Jan 29, 2014

 
Checking and Savings Accounts

Library: English | Checking and Savings Accounts: A wise choice

This fact sheet presents the basics of checking and savings accounts, highlighting the advantages they offer over “fringe” banking services such as check cashers. The publication covers, among other topics, how checking and savings accounts work, how to choose a financial institution and open an account, and how to reduce or avoid account fees.

Category: Banking Money Management on Jan 22, 2014

 
On the Rebound: Post-recession Tips for Fostering Your Personal Economic Recovery

Library: English | On the Rebound: Post-recession Tips for Fostering Your Personal Economic Recovery

In response to a research report by Aite Group and Chase Blueprint®, Consumer Action offers practical tips to help consumers bounce back from a financial crisis, meet future financial challenges and stay on track for the long term.

Category: Banking Credit Credit Cards Money Management on Sep 10, 2013

 
Servicemembers and Veterans Financial Empowerment Resource Sheet

Library: English | Servicemembers and Veterans Financial Empowerment Resource Sheet

This 15-page resource guide is designed to help military servicemembers, veterans and their families make ends meet and weather financial crises. The guide details government and non-profit programs that provide financial aid, housing assistance, discounts on essential living expenses, financial counseling, legal advice, job training and more.

Category: Banking Credit Housing Insurance Medical/Healthcare Military/Veterans Money Management Telecom on Jan 28, 2013

 
 

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