Consumer Action Publications

Consumer Action creates unbiased, reader-friendly educational guides on a wide range of personal finance topics and other subjects of interest to consumers. All publications are available in English, and many are available in Spanish, Chinese, Vietnamese and Korean as well.

In addition to being available, at no charge, to individual consumers, our publications are distributed through a national network of more than 6,000 community-based organizations. Government agencies, nonprofits and other groups who wish to distribute our materials for educational purposes can use the downloadable PDF file on the publication webpage to instantly produce a professional-looking brochure using an office printer.

2016

June

27
Money Management 1-2-3: TWO: Achieving Financial Goals (Korean) Cover

Money Management 1-2-3: TWO: Achieving Financial Goals (Korean).

“자금 관리 1-2-3: 항상 돈을 현명하게 관리하십시오” 시리즈는 초급, 중급 그리고 고급 수준의 기본 자금 관리 능력에 초점을 맞추고 있습니다. 두번째 부분인 재정 목표 달성은 예산 갱신, 밑천 마련 그리고 재산 보호 등을 다루고 있습니다. 예산 수립 및 부채 관리, 저축 및 투자, 주택 소유 및 보험 등의 주제를 포함합니다.

The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part two, Achieving Financial Goals, addresses updating your budget, accumulating a nest egg and protecting your assets. Topics include budgeting and debt management, saving and investing, homeownership and insurance.

13
Money Management 1-2-3: THREE: Planning a Secure Future (Spanish) Cover

Money Management 1-2-3: THREE: Planning a Secure Future (Spanish).

La serie Money Management 1-2-3, contiene consejos para tomar decisiones financieras prudentes en cada etapa de la vida y ofrece los fundamentos para desarrollar habilidades financieras en la etapa inicial, intermedia y avanzada. La parte TRES, Planifique un futuro seguro, está dedicada a su retiro de la fuerza laboral, la financiación de su jubilación y la protección de lo que ha acumulado. Los temas incluyen: el retiro de fondos de sus inversiones y del valor líquido de su casa, cómo mantener el seguro adecuado, administración de gastos médicos, conceptos básicos de planificación sucesoria y, para algunos abuelos, la crianza de una segunda familia.

11
Money Management 1-2-3: TWO: Achieving Financial Goals (Spanish) Cover

Money Management 1-2-3: TWO: Achieving Financial Goals (Spanish).

La serie Money Management 1-2-3, contiene consejos para tomar decisiones financieras prudentes en cada etapa de la vida y ofrece los fundamentos para desarrollar habilidades financieras en la etapa inicial, intermedia y avanzada. La parte DOS, Logre sus metas financieras, aborda temas sobre la actualización de su presupuesto, el ahorro para acumular capital y la protección de sus activos. Algunos de los temas son: la preparación de un presupuesto, administración de la deuda, el ahorro y las inversiones.

April

26
Time for an Insurance Checkup Cover

Time for an Insurance Checkup Assessing and adjusting your coverage.

Staying adequately insured means reassessing your coverage each year and adjusting it in response to specific life events. This Insurance Checkup fact sheet explains why it’s important to revisit your insurance policies regularly, lists specific life events that typically warrant a change in coverage, provides tips and tools for managing your insurance and offers links to resources where you can learn more.

05
Money Management 1-2-3: THREE: Planning a Secure Future Cover

Money Management 1-2-3: THREE: Planning a Secure Future.

The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part three, Planning a Secure Future, focuses on leaving the workforce, funding your retirement and protecting what you’ve accumulated. Topics include tapping your investments and home equity, staying adequately insured, managing medical expenses, the basics of estate planning and, for some grandparents, raising a second family.

Money Management 1-2-3: TWO: Achieving Financial Goals Cover

Money Management 1-2-3: TWO: Achieving Financial Goals.

The “Money Management 1-2-3: Be Smart About Money All Your Life” series focuses on basic money management skills at the beginner, intermediate and advanced level. Part two, Achieving Financial Goals, addresses updating your budget, accumulating a nest egg and protecting your assets. Topics include budgeting and debt management, saving and investing, homeownership and insurance.

March

21
What You Need to Know About ‘Alternative’ Mortgage Lenders Cover

What You Need to Know About ‘Alternative’ Mortgage Lenders.

Nearly 50 percent of all home loans are made by mortgage lenders that are not banks. Non-bank mortgages offer benefits for many borrowers—if they know which loan terms to look for and which to steer clear of. In addition to highlighting potentially risky loan terms to avoid, this fact sheet explains the consumer protection requirements lenders must meet and offers tips and resources for homebuyers shopping for a mortgage.

2013

September

06
You Can Buy a Home - The keys to homeownership (Chinese) Cover

You Can Buy a Home - The keys to homeownership (Chinese).

購屋可說是你這輩子所做的最重大的一件事。在這本手冊中,我們專門為可能成為屋主的人提供一系列購屋要訣,包括購屋前的準備,預估購屋花費,尋找合適的房子,還擇合適的房屋抵押貸款比價及下訂單房屋。

Buying a home is one of the most important purchases you’ll ever make. In this brochure, we cover key topics for potential homeowners, including preparing to buy a home, predicting homeownership costs, finding the right home, shopping for a mortgage and making an offer.

August

20
Buying a Home - Leader’s Guide Cover

Buying a Home - Leader’s Guide.

The Buying a Home Leaderʼs Guide provides detailed information, written in question-and-answer format, to help teach potential homebuyers how to navigate the often complex process of purchasing a home. The guide covers such topics as how to choose a real estate professional, how to qualify for a mortgage, and what is involved in the settlement (closing) process. It also explains unfamiliar terms and provides tips and suggestions to help the purchase process go more smoothly.

19
Keeping Your Home - Protect your investment (Spanish) Cover

Keeping Your Home - Protect your investment (Spanish).

Las personas que planifican, hacen un presupuesto y ahorran para tener éxito como dueñas de casa tienen muchas más posibilidades de mantener su hogar e incrementar su patrimonio a medida que el valor de su propiedad aumente con los años. Este folleto explica las responsabilidades financieras de los propietarios de una vivienda y cómo administrar estas responsabilidades, cómo mantener y proteger su hogar, y cómo aumentar y conservar el valor líquido de su vivienda.

 

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