The toolkit has information that helps you have the money conversation with the people you serve. Use the tools to help achieve goals and work through challenges. You can use the toolkit to help people make spending decisions that can help them reach their goals; order and fix credit reports; make ...
My New Money Goal (Toolkit)
The CFPB developed this toolkit to help savers construct a new financial goal for themselves. It guides users through assessing current savings goals, sources of income, expenses, and how to make adjustments as they work towards their goal. Financial capability professionals can order this toolkit ...
Retirement Toolkit (Toolkit)
Choosing when to retire is an important decision and involves a number of issues you may want to consider in your retirement planning. The more you know before you start making decisions, the better off you will be in retirement. This retirement toolkit is brought to you by the three federal ...
Emergency Financial First Aid Kit (Toolkit)
The Emergency Financial First Aid Kit (EFFAK) is a simple tool to help Americans minimize the financial impact of a natural disaster or emergency. It helps users identify and organize key financial records and serves as a quick reference to their most important financial documents, thus recovering ...
Savings Promotion Resource Kit
The Savings Promotion Resource Kit is a collection of Twitter and Facebook social media messages about various topics related to saving money and the America Saves program. It was developed with a 2016 America Saves mini-grant from the Consumer Federation of America. The Twitter and Facebook ...