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Resources for Consumers

Factsheets and worksheets covering an extensive range of personal finance topics are available for free download below. 

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Effective Strategies for Personal Money Management

This factsheet with accompanying worksheet covers some of the basic concepts of money management and financial planning.

 

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Spending Tomorrow's Money Today

This factsheet provides an overview of using credit, including how to recognize if you are in credit crisis and steps to take to regain control.

 

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Protecting Financial Security

This short factsheet introduces some basic concepts related to risk management.

 

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Buying Your First Home

This extensive factsheet with accompanying worksheets helps you make decisions related to buying a home. It covers the decision to buy or rent and examines the financial aspects of buying a home.

 

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Should I Buy or Lease My Next Car?

A factsheet with accompanying worksheet designed to help you make the choice between buying and leasing a car.

 

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Investing Basics

A series of worksheets that help you plan and understand your investments.

 

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Saving for College

This factsheet discusses strategies for saving for college, criteria to use when to deciding on a savings vehicle and six ways to save for a college education.

 

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Financial Matters for Later Life

This extensive factsheet with accompanying worksheets helps families (later life adults and their children) plan for the financial issues that arise during later life.

 

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