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Money Publications
Investing & Saving
Click on the plus sign in the table below to view details of each publication or its subtopics.
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Banking
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Checklist for Opening a Bank or Credit Union Account |
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Checklist for Opening a Bank or Credit Union Account
View More Details ![]() Once you decide that a checking or savings account is the right product for you, this guide provides information about what you need to open an account. Available: in print, as pdf Languages: English and Spanish Cost: Free |
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Know Your Overdraft Options |
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Know Your Overdraft Options
View More Details ![]() What you must know about debit card and ATM overdraft coverage. Plus, how to reduce or eliminate debit card and ATM overdraft fees. Available: in print, as pdf Language: English Cost: Free |
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Moving Your Checking Account |
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Moving Your Checking Account
View More Details ![]() 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 |
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Selecting Financial Products and Services |
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Selecting Financial Products and Services
View More Details ![]() This guide provides information about different financial products or services that can help you meet a specific goal or need. Available: in print, as pdf Languages: English and Spanish Cost: Free |
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Ways to Receive Your Money |
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Ways to Receive Your Money
View More Details ![]() This guide describes different ways to receive your wages and their potential benefits and risks. Available: in print, as pdf Languages: English and Spanish Cost: Free |
Retirement Planning
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Pension Lump-Sum Payouts and Your Retirement Security |
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Pension Lump-Sum Payouts and Your Retirement Security
View More Details ![]() 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 |
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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
View More Details ![]() Create your personal savings plan and prepare for retirement with this step-by-step guide. 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
View More Details ![]() 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. Available: in print, as pdf Languages: English and Spanish Cost: Free |