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Savings

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  1. English: Questions & Answers about Life Insurance
    An 8-page manual written to help agency staff answer their clients' questions about life insurance.
  2. Spanish: Usted Puede Lograrlo
    Hoja informativa que explica cómo salir de deudas, planificar su futuro financiero y ahorrar dinero. Incluye una guía paso por paso sobre el manejo de dinero. El crédito puede ser una herramienta útil para controlar…
  3. English: You Can Do It
    A fact sheet explaining how to get out of debt, plan for your financial future, and save money. Includes a step-by-step guide to money management. Credit can be a useful tool for managing your finances…
  4. Spanish: Steps to a Secure Financial Future (Spanish)
    Un folleto que ofrece pautas simples y directas sobre cómo desarrollar un plan financiero, establecer metas financieras, ahorrar en serio, pagar por consejos sobre inversiones y no perder de vista sus gastos de inversiones.
  5. English: Steps to a Secure Financial Future
    A brochure offering simple, straightforward tips about developing a long-term personal financial plan, setting financial goals, saving seriously, paying for investment advice and keeping track of investment expenses.
  6. English: Manage Your Money Wisely - Seminar Lesson Plan (English)
    This PDF file provides guidance for teachers and team leaders. The 27-page packet contains a detailed curriculum, classroom activities and take home worksheets.
  7. Other: Manage Your Money Wisely - Tracking your money (Laotian)
    Knowing what you spend now is the first step in creating a budget. A budget is a spending plan to help you forecast and control your expenses. To create a budget you need to know…
  8. Other: Manage Your Money Wisely - Tracking your money (Cambodian)
    Knowing what you spend now is the first step in creating a budget. A budget is a spending plan to help you forecast and control your expenses. To create a budget you need to know…
  9. Other: Manage Your Money Wisely - Tracking your money (Hmong)
    Thawj kauj ruam uas yuav xyuas koj cov nyiaj zoo mas yog koj yuavtsum ua ib daim budget uas pab qhia tias koj siv nyiaj rau dabtsi. Kev kaw nyiaj tseg rau ib daim ntawv…
  10. 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.
  11. Books: In The Black
    With economic uncertainty reaching unprecedented levels, Aaron W. Smith’s nine-step plan is designed to help African Americans take control of their financial futures, emphasizing the importance of saving, budgeting, investing in retirement plans and risk…
  12. Press: The debit card trap
    Not many people would knowingly pay more than $35 for a cup of coffee. But far too many people are getting saddled — with no warning — with outsized bills for minor purchases, under a…
  13. Press: About your 401(k)
    Even before the financial crisis, most Americans were not saving enough for retirement. But the crisis has highlighted, and heightened, the risk of coming up short, as is clear to anyone who has dared to…
  14. Spanish: Saving to Build Wealth - Class Activities (Spanish)
    Este archivo en PDF contiene traducciones en español de las actividades para hacer en clase y los ejercicios para hacer en casa tomados del plan de enseñanza en inglés El ahorro es la base de…
  15. Other: Saving to Build Wealth - Make Money Work For You (Cambodian)
    This brochure provides information about the importance of saving, setting short- and long-term goals to promote saving, opening a savings account and ways to make your money grow faster, including certificates of deposit (CDs), individual…
  16. Other: Saving to Build Wealth - Make Money Work For You (Laotian)
    This brochure provides information about the importance of saving, setting short- and long-term goals to promote saving, opening a savings account and ways to make your money grow faster, including certificates of deposit (CDs), individual…
  17. Other: Saving to Build Wealth - Make Money Work For You (Hmong)
    Daim ntawv no yog los qhia vim li cas tseem ceeb heev rau yus khaws nyiaj, npaj homphiaj me thiab homphiaj loj los pab yus khaws nyiaj, qhib ib lub txhab nyiaj tau paj me…
  18. Vietnamese: Saving to Build Wealth - Make money work for you (Vietnamese)
    Cẩm nang này cung cấp chi tiết về sự quan trọng trong việc tiết kiệm, đặt mục tiêu ngắn và dài hạn để khuyến khích tiết kiệm, mở trương mục tiết kiệm và các phương…
  19. Spanish: Manage your Money wisely - Class Activities (Spanish)
    Este archivo en PDF contiene traducciones en español de las actividades para hacer en clase y los ejercicios para hacer en casa tomados del plan de enseñanza en
  20. Press: Toy retailer offers a holiday savers club
    Toys “R” Us is counting on an Eisenhower-era tactic to get consumers to spend this Christmas. The toy retailer will begin offering a “Christmas Savers Club” on Wednesday that allows shoppers to put money away…
  21. Press: Running short of retirement cash
    Many early baby boomers may have a hard time making ends meet in retirement, according to a new study. The Employee Benefit Research Institute estimates that 47% of boomers between the ages of 56 and…
  22. Press: No bank? No problem. Phone apps let you deposit checks
    Busy people who use their smartphones to check their bank balances, transfer funds and pay bills have a new reason to bypass banks and ATMs: They can use their phones to deposit checks. Earlier this…
  23. Press: Secrets of extreme savers
    You can put away a lot more than the average American without living a deprived life.
  24. Press: Banks seek customers’ help to stop online thieves
    For generations, U.S. consumers have relied on banks to bear the primary responsibility for keeping their hard-earned cash deposits out of the hands of thieves. Now, banks want consumers to share the load. About 80%…
  25. Press: Social Security jitters? Better prepare now
    If you are worried about the future of Social Security, join the crowd. With the nation’s debt swelling, the pressure on Washington to cut spending will only rise. Social Security may not be the first…
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