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

August

12
Money Management 1-2-3: THREE: Planning a Secure Future (Vietnamese) Cover

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

Phần 3: Loạt bài “Quản Lý Tài Chánh 1-2-3: Nên Khôn Ngoan Về Tài Chánh Cho Cả Đời Của Quý Vị” tập trung vào các kỹ năng căn bản để quản lý tiền bạc ở mức ban đầu, trung bình và cấp cao. Phần ba, Hoạch Định Tương Lai An Toàn, tập trung về nghỉ hưu, bỏ tiền vào quỹ tiết kiệm và bảo vệ tài sản sinh lời của quý vị. Các đề tài bao gồm dùng tiền đầu tư và tiền sinh lời từ nhà, có đủ bảo hiểm thích đáng, quản lý phí tổn khám bệnh, các bước đầu lập di chúc tài sản, và về một số ông bà nội/ngoại có nuôi thêm một gia đình.

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 (Vietnamese) Cover

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

Phần 2: Loạt bài “Quản Lý Tài Chánh 1-2-3: Nên Khôn Ngoan Về Tài Chánh Cho Cả Đời Của Quý Vị” tập trung vào các kỹ năng căn bản để quản lý tiền bạc ở mức ban đầu, trung bình và cấp cao. Phần hai, Hoàn Thành Mục Tiêu Tài Chánh, trình bày cập nhật ngân quỹ của quý vị, sung túc thêm tổ trứng tiết kiệm và bảo vệ tài sản của quý vị. Các đề tài bao gồm cân bằng ngân quỹ và quản lý nợ, tiết kiệm và đầu tư, chủ nhân căn nhà và bảo hiểm.

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.

June

29
Money Management 1-2-3: THREE: Planning a Secure Future (Korean) Cover

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

“자금 관리 1-2-3: 항상 돈을 현명하게 관리하십시오” 시리즈는 초급, 중급 그리고 고급 수준의 기본 자금 관리 능력에 초점을 맞추고 있습니다. 세번째 부분인 안정적인 미래 설계는 은퇴 및 은퇴 자금 마련 그리고 축적한 재산 보호 등을 다루고 있습니다. 투자금 및 홈 에퀴티 활용, 충분한 보험 가입, 의료 비용 관리, 재산 관리 계획 그리고 일부 조부모들을 위한 손자 양육 등의 주제를 포함하고 있습니다.

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.

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.

2015

August

10
Auto Insurance: The Basics (Chinese) Cover

Auto Insurance: The Basics (Chinese).

每位駕駛人士都有責任購買一份合適的汽車保險。這本指南將協助你決定你需要選購哪些保險項目及保額多少,以及怎樣才能以最合理的價錢得到最佳的保障。

It’s every driver’s responsibility to have adequate auto insurance. This guide will help you determine how much—and what kinds of—coverage you need, and how to get protection at the best price.

 

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