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Money Publications

Investing & Saving


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Ask Questions: Questions You Should Ask About Your Investments
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Ask Questions: Questions You Should Ask About Your Investments
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The secret to investing wisely is knowing what to ask about investment products, your broker's history, the performance of your investments, and how to handle problems. (Previous item number: 573Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Bank Accounts Are Changing
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Bank Accounts Are Changing
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As banks adjust to new rules limiting fees they can charge for some services, they may raise other costs to compensate. Review basic strategies for keeping checking and savings costs down. Also, what happens if your bank fails, $250,000 FDIC coverage is now permanent. (Previous item number: 575Y)
Available: in print, as pdf, e-reader
Language: English
Cost: Free
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Banking in a High-Tech World
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Banking in a High-Tech World
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Practicals tips on: Protecting your credit and debit card, What to Know if criminals disrupt a bank's internet service and using technology to remain financially fit. (Previous item number: 627Y)
Available: in print, online, as pdf
Language: English
Cost: Free
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Consumer's Almanac
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Consumer's Almanac
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Organize your expenses, save for the future, and manage your credit with monthly calendars and worksheets. (Previous item number: 315W)
Available: as pdf
Language: English
Cost: Free
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How the Securities Investor Protection Corporation Protects You
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How the Securities Investor Protection Corporation Protects You
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If your brokerage firm closes due to bankruptcy or other financial difficulties, the Securities Investor Protection Corporation (SIPC) works to return your assets. Find out what SIPC does and does not cover. (Previous item number: 570Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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I Savings Bonds In Depth
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I Savings Bonds In Depth
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Learn all that needs to be known about I Savings Bonds.
Available: online
Language: English
Cost: Free
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Mutual Funds: A Guide for Investors
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Mutual Funds: A Guide for Investors
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What they are, how to compare them, what to consider before investing, and how to avoid common pitfalls. (Previous item number: 571Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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My New Money Goal
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My New Money Goal
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Having a plan is the easiest way to reach new money goals, navigate changes in income, or switch priorities in our lives. You would not start a road trip without mapping it out first, and the same is true with your finances. This guide will help you gain a clear view of where your money goes now so you can more easily decide where you want it to go in the future. (Previous item number: 634Y)
Available: in print, as pdf
Language: English
Cost: Free
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Retirement Toolkit
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Retirement Toolkit
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The toolkit includes a list of publications and interactive tools to help in your planning, plus information on how to contact Department of Labor, Social Security Administration and the Centers for Medicare & Medicaid Services for specific questions.
Available: as pdf
Language: English
Cost: Free
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Save Some & Spend Some
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Save Some & Spend Some
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Free and easy ways to split your tax refund between accounts so you can spend some and save some of your money. (Previous item number: 531Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Saving and Investing for Students
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Saving and Investing for Students
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A primer to help students get started on a long-term financial plan. This helpful booklet covers the basics by explaining different types of financial products, the realities of risk, why some investments make money and others don't. (Previous item number: 507Y)
Available: in print, as pdf
Language: English
Cost: Free
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Saving and Investing: A Roadmap to Your Financial Security Through Saving and Investing
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Saving and Investing: A Roadmap to Your Financial Security Through Saving and Investing
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Use this guide's helpful tips and worksheets for calculating net worth, income, and expenses. (Previous item number: 584Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Send Money Abroad With More Confidence (Chinese flier)
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Send Money Abroad With More Confidence (Chinese flier)
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This 8.5-by-11-inch flier is perfect for downloading and printing from your computer. It reminds senders of international money transfers that new protections are available to them.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Stopping Affinity Fraud in Your Community
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Stopping Affinity Fraud in Your Community
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Crooks infiltrate ethnic, religious, other groups to work investment scams from within. They convince the leader that an investment is good. The leader encourages others to invest. Avoid these traps.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Stopping Affinity Fraud in Your Community (Chinese)
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Stopping Affinity Fraud in Your Community (Chinese)
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Affinity fraud refers to investment scams that prey upon members of identifiable groups. Learn about groups that are targeted and common scammer traits and tactics.
Available: as pdf
Languages: English and Spanish
Cost: Free
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Trading Forex: What Investors Need to Know
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Trading Forex: What Investors Need to Know
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The booklet presents an overview of the retail off-exchange foreign currency market and provides other important information that investors need to know before they invest in the off-exchange foreign currency market.
Available: as pdf
Language: English
Cost: Free
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Your Guide to Preventing and Managing Overdraft Fees
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Your Guide to Preventing and Managing Overdraft Fees
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This brochure provides guidance to consumers on ways to avoid costly overdraft fees.
Available: as pdf
Languages: English and Spanish
Cost: Free
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Your Insured Deposits
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Your Insured Deposits
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Detailed explanation of which bank and savings accounts qualify for federal deposit insurance coverage and how one person can have multiple accounts covered.(Previous item number: 574Y)
Available: in print, online, as pdf
Languages: English and Spanish
Cost: Free
 
Banking
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Do You Know If You Have Opted in for Debt and ATM Overdraft Coverage?
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Do You Know If You Have Opted in for Debt and ATM Overdraft Coverage?
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What you must know about debit card and ATM overdraft coverage. Plus, how to reduce or eliminate debit card and ATM overdraft fees. (Previous item number: 537Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Electronic Banking
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Electronic Banking
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Learn more about electronic transactions, such as debit cards and online account access, including how transactions are processed, their timing, security, and legal protections. (Previous item number: 345N)
Available: online, as pdf
Language: English
Cost: Free
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Getting the Most From Your Bank Account
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Getting the Most From Your Bank Account
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Learn how to choose the right account for your everyday needs, things to consider before changing banks, the risks of adding others to your accounts, the difference between debit and prepaid cards and more. (Previous item number: 569Y)
Available: in print, as pdf
Language: English
Cost: Free
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Keep a Lid on Checking Account Fees
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Keep a Lid on Checking Account Fees
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Six steps to reduce your checking account fees. (Previous item number: 536Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Military Money 1-2-3: How to Pick a Bank Account
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Military Money 1-2-3: How to Pick a Bank Account
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Follow these guidelines to find a military-friendly bank account that meets your needs and offers good rates.
Available: as pdf
Language: English
Cost: Free
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Moving Your Checking Account Checklist
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Moving Your Checking Account Checklist
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A 10-step checklist for closing your current checking account and opening a new checking account. (Previous item number: 535Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Protecting Yourself From Overdraft and Bounced Check Fees
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Protecting Yourself From Overdraft and Bounced Check Fees
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Find out how much overdraft and bounced check fees can cost and learn how to avoid them. (Previous item number: 312W)
Available: online, as pdf
Language: English
Cost: Free
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Shop and Save at the Bank: A Buyers Guide to Finding the Right Loan, Credit Card or Deposit Account
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Shop and Save at the Bank: A Buyers Guide to Finding the Right Loan, Credit Card or Deposit Account
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Tips for getting the best financial product for your needs, whether you're looking for a mortgage, auto loan, credit card, or checking account. Explains the benefits and risks of home equity loans and reverse mortgagees, and how to keep down costs with checking accounts and overdraft programs. (Previous item number: 591Y)
Available: in print, online, as pdf, e-reader
Language: English
Cost: Free
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What You Need to Know: New Overdraft Rules for Debit and ATM Cards
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What You Need to Know: New Overdraft Rules for Debit and ATM Cards
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New Federal Reserve Rules give debit and ATM card users additional options regarding overdrafts. Read what banks, credit unions, and other financial institutions must offer you to have the ability to make decisions about overdraft services for transactions made with your debit or ATM cards.
Available: online, as pdf
Language: English
Cost: Free
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When Is Your Check Not a Check?
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When Is Your Check Not a Check?
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Merchants can use the information from your checks to withdraw money directly from your bank account. Learn about your rights when it comes to electronic check conversion and what to do if you have a problem. (Previous item number: 309W)
Available: online, as pdf
Languages: English and Spanish
Cost: Free
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When a Bank Fails - Facts for Depositors, Creditors, and Borrowers
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When a Bank Fails - Facts for Depositors, Creditors, and Borrowers
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Learn The Federal Deposit Insurance Corporation's (FDIC) role when a bank fails to Depositors, Creditors and Borrowers.
Available: online
Language: English
Cost: Free
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Your Investments: Consumer Facts
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Your Investments: Consumer Facts
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Increasingly, banks are offering consumers a broad array of investment products that are not deposits, such as mutual funds, annuities, life insurance policies, stocks and bonds. Unlike the traditional checking or savings account, however, these nondeposit investment products are not insured by the FDIC.
Available: online
Language: English
Cost: Free
 
Retirement Planning
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Filing A Claim For Your Retirement Benefits
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Filing A Claim For Your Retirement Benefits
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If you have participated in a traditional pension plan, a 401 (k), or other employment-based retirement plan, you will want to know how to file a claim for your benefits. The steps outlined describe some of your plan's obligations and briefly explain the procedures and timelines for filing a claim for retirement benefits.
Available: online, as pdf
Languages: English and Spanish
Cost: Free
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Finding a Lost Pension
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Finding a Lost Pension
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Find out if you have an unclaimed pension, where to search, documents you'll need, and what to do when you find your pension fund. (Previous item number: 133H)
Available: as pdf
Language: English
Cost: Free
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney
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Managing Someone Else's Money: Help for Agents Under a Power of Attorney
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This guide helps family members and others understand their role as an agent. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams. (Previous item number: 622Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Pension Advance Products
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Pension Advance Products
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Be wary of loans based on your pension or benefits payments. They may charge outrageous interest rates and in the case of veterans are often against the law.
Available: as pdf
Language: English
Cost: Free
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Savings Fitness: A Guide To Your Money and Your Financial Future
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Savings Fitness: A Guide To Your Money and Your Financial Future
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Create your personal savings plan and prepare for retirement with this step-by-step guide. (Previous item number: 585Y)
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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Taking the Mystery Out of Retirement Planning
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Taking the Mystery Out of Retirement Planning
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Designed for those about 10 years from retirement, this comprehensive publication has step-by-step worksheets to help you figure out how much money you need to retire and how to make sure your funds will last during your retirement. (Previous item number: 583Y)
Available: in print, online, as pdf
Languages: English and Spanish
Cost: Free
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Top 10 Ways to Prepare for Retirement
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Top 10 Ways to Prepare for Retirement
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Gives practical tips for building retirement savings. Lists resources for more information. (Previous item number: 524Y)
Available: online, as pdf
Languages: English and Spanish
Cost: Free
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What You Should Know About Your Retirement Plan
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What You Should Know About Your Retirement Plan
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Helps you understand your employer's retirement savings plan, know what information you should review periodically and where to go for help with questions. Explains when and how you can receive retirement benefits, the responsibilities of those who manage the plan and its investments, and how events such as divorce or change of employer ownership may affect your retirement benefit. (Previous item number: 587Y)
Available: online, as pdf, e-reader
Languages: English and Spanish
Cost: Free
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Women and Retirement Savings
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Women and Retirement Savings
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Planning and saving for retirement may seem like goals that are far in the future. Yet saving, especially for retirement, should start early and continue throughout your lifetime. Here are four reasons why saving matters to women - and especially to you!
Available: online, as pdf
Languages: English and Spanish
Cost: Free
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Your Guaranteed Pension
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Your Guaranteed Pension
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Frequently asked questions about the security of private pension plans, including benefits and plan termination. (Previous item number: 582Y)
Available: online
Language: English
Cost: Free
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