MoneyWi$e

MoneyWi$e, a national financial literacy partnership of Consumer Action and Capital One, is the first program of its kind to combine free, multilingual financial education materials, curricula and teaching aids with regional meetings and roundtables to train community-based organization staff so that consumers at all income levels and walks of life can be reached. Please click on Publications tab above to access the full collection of MoneyWi$e publications.
 
 

Five Recent Publications

Wednesday, September 08, 2010

Microempresas (2010) Construya sobre cimientos sólidos Las microempresas son comercios muy pequeños administrados por sus propietarios con muy pocos empleados. Este folleto describe algunos de los temas financieros que los empresarios necesitan tratar para construir una microempresa exitosa, y enfatiza la importancia de una sólida planificación fianciera, tener un plan comercial bien formulado, preparar un presupuesto que refleje apropiadamente su plan comercial y el valor de mantener las finanzas personales y comerciales por separado. El folleto también contiene una descripción de la U.S. Small Business Administration y recursos gratis para ayudar al dueño de una microempresa.

Wednesday, September 08, 2010

ID Theft & Account Fraud (2010) Prevention & Clean Up An identity thief is an imposter who assumes another person’s identity in order to profit illegally or because the thief wants to hide behind a new identity. Identity theft—or ID theft—occurs when the imposter uses your personal information to commit fraud or other crimes. This publication can help you take steps to prevent ID theft, or if you are a victim, to clear up the problems created by ID theft and to lessen its impact on your life.

Tuesday, July 27, 2010

Micro Business - Leader's Guide The MoneyWi$e “Micro Business Leader's Guide” is designed to prepare community advocates to lead trainings for colleagues, clients and community members. “Micro Business Leader's Guide” a companion brochure designed for adult learners of all skill levels, is available in Chinese, English, Korean, Spanish and Vietnamese. An adult learning curriculum with classroom activities and a PowerPoint presentation round out this MoneyWi$e program.

Thursday, July 22, 2010

Micro Business Basics - Seminar Lesson Plan (2010) To help participants learn basic information about the creation and financial management of a micro business. PDF packet provides guidance for teachers and team leaders. The 16-page packet contains a detailed curriculum, classroom activities and take home worksheets.

Thursday, July 22, 2010

Micro Business (2010) (Korean) Build a solid foundation 소규모 자영업체는 적은 숫자의 직원을 고용한 사업주에 의해 직접 운영되는 아주 작은 기업입니다. 이 회사들은 $250,000 이하의 연매출과 적은 자산으로 집에서 운영되는 경우가 많지만 좀더 넓은 지역을 상대하거나 프렌차이즈 사업으로 성장할 수 있도록 도움을 줄 수 있는 사업 자금 융자의 혜택을 받을 수 있습니다.

Micro businesses are very small companies run by their owners with few employees. They are often home-based, with annual sales under $250,000 and few assets, but they can qualify for loans to help them grow into large regional, national or franchise businesses.

More publications »

 

News

Thursday, September 09, 2010

Going mobile? Link payments to credit cards for best protection.

Thursday, September 09, 2010

Falling rates aid debtors, but hamper savers.

Wednesday, September 08, 2010

School-supply lists grow to include some unusual stuff.

Tuesday, September 07, 2010

New credit rules don't apply to business cards.

Monday, September 06, 2010

Keep hobbies from breaking the bank.

 
 

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