Resources to help you make a plan to save.
Knowing you have money set aside to meet your short- and long-term goals can reduce stress and may lead to a higher level of financial well-being. Learn how you can use your tax refund to meet your savings goals.
If you are a tax preparer, we’ve got tips you can use to help people save and build assets during tax time
If you work directly with people who are living paycheck to paycheck, tax time is a good opportunity to encourage saving.
Making and sticking to a budget can be challenging. Finding ways to keep track of your spending can help you meet your financial goals.
Saving during tax time can help you be prepared for financial emergencies and begin to plan for the future.
If you’re claiming the Earned Income Tax Credit or Additional Child Tax Credit, due to a new law, you won’t receive your refund until after February 15, 2017.
We released the results of a Project Catalyst research project finding that offering a small incentive to prepaid card users to put some of their money into a savings wallet doubled uptake of the wallet.
For many people, making ends meet throughout the year is tough, and saving regularly may seem unrealistic. If you’re getting a tax refund, why not consider saving some of it to build an emergency fund or start a nest egg? Whatever your savings goal, now is a great time to start.
Parents often want to open accounts for their children, to help them learn about saving for the future and managing their money. And young people often go to a bank to open an account when they get their first job and start earning money. However, when trying to open an account for a child under age 18, some people run into roadblocks.
Goals, whether long term or short term, usually cost money to accomplish. That means when you have a life goal, you probably have a financial goal, too. Life goals—and financial goals—can be small or large, short-term or long-term. Helping consumers reach their own goals is an important part of our mission. Whatever your goals are, here are a few steps that can help you reach them.