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Money Publications

Protecting your money is crucial. Browse for more information on credit, saving and investing, borrowing, retirement planning and pensions, credit reporting, and credit protection laws.

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We found 70 publications for "Money" category (viewing 41 - 50)

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Managing Someone Else's Money: Help for Trustees Under a Revocable Trust in Oregon
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This guide helps family members and others understand their role as a trustee in Oregon. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
Managing Someone Else's Money: Help for Trustees under a Revocable Living Trust in Illinois
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This guide helps family members and others understand their role as a trustee in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
Managing Someone Else's Money: Help for agents under a power of attorney in Illinois
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This guide helps family members and others understand their role as an agent under a power of attorney in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
Managing Someone Else's Money: Help for court-appointed guardians of the estate in Illinois
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This guide helps family members and others understand their role as a court-appointed guardian of the property in Illinois. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
Managing Someone Else's Money: Help for representative payees and VA fiduciaries in Illinois
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This guide helps family members and others in Illinois understand their role when a government agency names them to manage someone else's benefit payment or pension. It provides tips on making financial decisions for someone else as well as protecting assets from fraud and scams.
Available: in print, as pdf
Language: English
Cost: Free
Money Smart for Older Adults Resource Guide
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This guide, in easy-to-read 14 point font, provides information on common frauds, scams and other forms of elder financial exploitation and suggests steps that older persons and their caregivers can take to avoid being targeted or victimized.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
Moving Your Checking Account
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A 10-step checklist for closing your current checking account and opening a new checking account.
Available: in print, as pdf
Languages: English and Spanish
Cost: Free
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.
Available: in print, as pdf
Language: English
Cost: Free
Pension Lump-Sum Payouts and Your Retirement Security
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Gives near-retirees the information they need to understand the trade-offs of taking their pension in a monthly payment or lump sum. Also provides tips and warnings about how to protect and best manage that money for those considering a lump-sum payout option from a private-sector defined benefit pension plan.
Available: in print, as pdf
Language: English
Cost: Free
Planning for diminished capacity and illness
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This consumer advisory, created with the SEC, focuses on planning for the future, when you may not be able to manage your money and property. It has advice on planning for your financial future, getting your documents in order, and avoiding financial exploitation.
Available: in print, as pdf
Language: English
Cost: Free

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