The CFPB has identified ten promising practices for tax assistance providers to help people save when filing their taxes. For the past five years, we’ve been working with Volunteer Income Tax Assistance (VITA) programs and commercial tax preparers across the country, and we have learned how to make ...
Your Money, Your Goals (Toolkit)
The toolkit has information that helps you have the money conversation with the people you serve. Use the tools to help achieve goals and work through challenges. You can use the toolkit to help people make spending decisions that can help them reach their goals; order and fix credit reports; make ...
My New Money Goal (Toolkit)
The CFPB developed this toolkit to help savers construct a new financial goal for themselves. It guides users through assessing current savings goals, sources of income, expenses, and how to make adjustments as they work towards their goal. Financial capability professionals can order this toolkit ...
Financial Health at Work (Infographic)
This infographic provides accessible insight into why poor financial health of employees can - and does - have an impact on employee productivity. It provides various tactics and steps employers can take to improve the financial security of their employees. >>Download infographic ...
When I’m 65: Rethinking Retirement in America (Video)
This hour-long documentary examines obstacles to secure retirements such as the 2008 financial crisis, how to keep Social Security secure, and provides suggestions on what Americans can do to staying on track for retirement savings. It was created by the Investor Protection Trust and Investor ...