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Tools and resources to use with the people you serve

We’ve gathered our tools, worksheets, handouts, and audio recordings by topic and by audience. You can use these resources with the people you serve.

You can also download the inventory  of materials that are available.

Resources by topic

Looking for answers to help a client? Check here first. You’ll find a wealth of information and interactive tools you can use to help the people you serve with common financial issues.

Auto loans

DESCRIPTION ACTIONS

Comparing auto loans worksheet
Worksheet

Download PDF

Take control of your auto loan 
Web page

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Take control of your auto loan: A step-by-step guide
Multi-page booklet

Download PDF

Shopping for your auto loan
Audio recording

Listen in English
Listen in Spanish

Credit cards

DESCRIPTION ACTIONS

Act fast if you can't pay your credit cards
Client handout

Download PDF
Order free copies

Act fast if you can't pay your credit cards (Spanish)
Client handout

Download PDF

How to find the best credit card for you
Client handout

Download PDF
Order free copies

How to fix mistakes in your credit card bill
Client handout

Download PDF
Order free copies

How to stop mystery credit card fees
Client handout

Download PDF
Order free copies

Digest: Using credit cards
Practitioner handout

Download PDF

Credit reports and scores

DESCRIPTION ACTIONS

Where to find access to a free credit score
Client handout

Download PDF

Check your credit report
Client handout

Download PDF
Order free copies

Check your credit report (Spanish)
Client handout

Download PDF
Order free copies

Understand your credit score
Client handout

Download PDF
Order free copies

Understand your credit score (Spanish)
Client handout

Download PDF
Order free copies

How to rebuild your credit
Client handout

Download PDF

How to rebuild your credit (Spanish)
Client handout

Download PDF
Order free copies

Credit report rule to live by
Client handout

Download PDF

Watch accounts closely when card data is hacked
Client handout

Download PDF
Order free copies

You Have a Right to See Specialty Credit Reports
Client handout

Download PDF
Order free copies

Specialty Credit Reporting list
Practitioner guide

Download PDF

Dispute an error for a minor
MS Word document

Download

Dispute an error for a youth who is 18 or older if the error occurred
before his or her 18th birthday
MS Word document

Download

Dispute an error that happened at 18 or older for youth who
remain in foster care until age 21
MS Word Document

Download

Help your kids start and maintain good credit

Client handout

Download PDF

Help youth in foster care start and maintain good credit
Client handout

Download PDF

Understand your credit report
Client handout

Download PDF
Order free copies

Understand your credit report (Spanish)
Client handout

Download PDF
Order free copies

Debt collection

DESCRIPTION ACTIONS

Debt Collection Sample Letters
MS Word document

Read more

Know your rights when a debt collector calls
Client handout

Download PDF
Order free copies

Know your rights when a debt collector calls (Spanish)
Client handout

Download PDF
Order free copies

Planning to become debt-free?
Client handout

Download PDF
Order free copies

Planning to become debt-free? (Spanish)
Client handout

Download PDF
Order free copies

Housing

DESCRIPTION ACTIONS

Making housing decisions after losing a spouse or partner
Booklet

Download PDF
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Making housing decisions after losing a spouse or partner (Spanish)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Chinese)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Haitian Creole)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Korean)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Russian)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Tagalog)
Booklet

Download PDF

Making housing decisions after losing a spouse or partner (Vietnamese)
Booklet

Download PDF

Making housing decisions when your health changes
Booklet

Download PDF
Order free copies

Making housing decisions when your health changes (Spanish)
Booklet

Download PDF

Making housing decisions when your health changes (Chinese)
Booklet

Download PDF

Making housing decisions when your health changes (Haitian Creole)
Booklet

Download PDF

Making housing decisions when your health changes (Korean)
Booklet

Download PDF

Making housing decisions when your health changes (Russian)
Booklet

Download PDF

Making housing decisions when your health changes (Tagalog)
Booklet

Download PDF

Making housing decisions when your health changes (Vietnamese)
Booklet

Download PDF

Leaving your home to children or heirs
Booklet

Download PDF
Order free copies

Leaving your home to children or heirs (Spanish)
Booklet

Download PDF

Leaving your home to children or heirs (Chinese)
Booklet

Download PDF

Leaving your home to children or heirs (Haitian Creole)
Booklet

Download PDF

Leaving your home to children or heirs (Korean)
Booklet

Download PDF

Leaving your home to children or heirs (Russian)
Booklet

Download PDF

Leaving your home to children or heirs (Tagalog)
Booklet

Download PDF

Leaving your home to children or heirs (Vietnamese)
Booklet

Download PDF

Using home equity to meet financial needs
Booklet

Download PDF
Order free copies

Using home equity to meet financial needs (Spanish)
Booklet

Download PDF

Using home equity to meet financial needs (Chinese)
Booklet

Download PDF

Using home equity to meet financial needs (Haitian Creole)
Booklet

Download PDF

Using home equity to meet financial needs (Korean)
Booklet

Download PDF

Using home equity to meet financial needs (Russian)
Booklet

Download PDF

Using home equity to meet financial needs (Tagalog)
Booklet

Download PDF

Using home equity to meet financial needs (Vietnamese)
Booklet

Download PDF

Money management

DESCRIPTION ACTIONS

Helpful shortcuts for credit card use: Ideas for financial educators
Practitioner resource

Download PDF

Rules to live by: Ideas for financial educators
Practitioner resource

Download PDF

Managing spending: Ideas for financial educators
Practitioner resource

Download PDF

Consumer tips for managing spending
Client handout

Download PDF

My spending rule to live by
Client handout

Download PDF

My credit spending rule to live by
Client handout

Download PDF

Digest: Managing cash flow and bill payments
Practitioner resource

Download PDF

Know your overdraft options
Client handout

Download PDF
Order free copies

My new money goal
Client handout

Download PDF
Order free copies

My new money goal (Spanish)
Client handout

Download PDF
Order free copies

SAVED: Five steps for making financial decisions
Client handout

Download PDF
Order free copies

SAVED: Five steps for making financial decisions (Spanish)
Client handout

Download PDF
Order free copies

Manage your college money
Client handout

Download PDF
Order free copies

Manage your college money (Spanish)
Client handout

Download PDF
Order free copies

Your disaster checklist
Client handout

Download PDF
Order free copies

Your disaster checklist (Spanish)
Client handout

Download PDF
Order free copies

Digest: Organizing and managing finances
Practitioner resource

Download PDF

Organizing and managing finances
Video

Watch now

Money motivations

DESCRIPTION ACTIONS

Money Circle Toolkit
Practitioner resource

Download PDF

Introducing the Money Circle Toolkit
Training webinar

Download slides
Read transcript
Watch

Friends and Family Exchanges Crisis Tool
Practitioner Resource

Download PDF

Friends and Family Exchanges Crisis Tool (Spanish)
Practitioner Resource

Download PDF

Friends and Family Exchanges Consumer Worksheet
Consumer Resource

Download PDF

Future Self Tool
Practitioner Resource

Download PDF

Future Self Tool
Training webinar

Download slides
Read transcript
Watch

Money transfers

DESCRIPTION ACTIONS

Helping consumers understand remittance transfers
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Spanish)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Arabic)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Chinese)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Haitian Creole)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Korean)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Russian)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Tagalog)
Practitioner resource

Download PDF

Helping consumers understand remittance transfers (Vietnamese)
Practitioner resource

Download PDF

Send money abroad with more confidence
Client handout

Download PDF
Order free copies

Send money abroad with more confidence (Spanish)
Client handout

Download PDF
Order free copies

Send money abroad with more confidence (Arabic)
Client handout

Download PDF

Send money abroad with more confidence (Chinese)
Client handout

Download PDF

Send money abroad with more confidence (Haitian Creole)
Client handout

Download PDF

Send money abroad with more confidence (Korean)
Client handout

Download PDF

Send money abroad with more confidence (Russian)
Client handout

Download PDF

Send money abroad with more confidence (Tagalog)
Client handout

Download PDF

Send money abroad with more confidence (Vietnamese)
Client handout

Download PDF

Mortgages

DESCRIPTION ACTIONS

Considering a reverse mortgage
Client handout

Order free copies

Considering a reverse mortgage (Spanish)
Client handout

Order free copies

Guide to closing forms
Client handout

Download PDF

Your mortgage servicer must comply with federal rules
Brochure

Download PDF
Order free copies

How to avoid foreclosure
Client handout

Download PDF
Order free copies

How to avoid foreclosure (Spanish)
Client handout

Download PDF
Order free copies

Know before you owe: Mortgages
Web page

Read more

How to spot and avoid foreclosure relief scams
Brochure

Download PDF
Order free copies

How to spot and avoid foreclosure relief scams (Spanish)
Brochure

Download PDF
Order free copies

Ready to buy a home?
Client handout

Download PDF
Order free copies

Ready to buy a home? (Spanish)
Client handout

Download PDF
Order free copies

Shopping for a mortgage
Client handout

Download PDF
Order free copies

Shopping for a mortgage? (Spanish)
Client handout

Download PDF
Order free copies

Should I refinance?
Client handout

Download PDF
Order free copies

Should I refinance? (Spanish)
Client handout

Download PDF
Order free copies

Your closing checklist
Client handout

Download PDF

Your home loan toolkit
Brochure

Download PDF

Savings and bank accounts

DESCRIPTION ACTIONS

My savings rule to live by
Client handout

Download PDF

Moving your checking account checklist
Client handout

Download PDF
Order free copies

Consumer guide to checking account denials
Client handout

Download PDF

Consumer guide to managing your checking account
Client handout

Download PDF

Consumer guide to selecting a lower-risk account
Client handout

Download PDF

Digest: Saving for financial shocks and emergencies
Practitioner resource

Download PDF

Saving for financial shocks and emergencies
Video

Watch now

Save some and spend some
Client handout

Download PDF
Order free copies

Save some and spend some (Spanish)
Client handout

Download PDF
Order free copies

Checklist for opening a bank or credit union account
Client handout

Download PDF
Order free copies

Checklist for opening a bank or credit union account (Spanish)
Client handout

Download PDF
Order free copies

Selecting financial products and services
Client handout

Download PDF
Order free copies

Selecting financial products and services (Spanish)
Client handout

Download PDF
Order free copies

Translated financial terms

DESCRIPTION ACTIONS

Glossary of English-Chinese financial terms
Practitioner resource

Download PDF

Glossary of English-Spanish financial terms
Practitioner resource

Download PDF

Glossary of English-Vietnamese financial terms
Practitioner resource

Download PDF

Glossary of English-Korean financial terms
Practitioner resource

Download PDF

Glossary of English-Tagalog financial terms
Practitioner resource

Download PDF

Resources by audience

We create resources for audiences with specific needs to help them navigate financial decisions.

Justice-involved individuals

Formerly-incarcerated individuals face many challenges in their financial lives, such as identity theft or criminal justice debt. These resources assist people as they reenter or prepare to reenter society.

DESCRIPTION ACTIONS

Focus on Reentry
Your Money, Your Goals companion guide

Download PDF
Order free copies

Protecting one’s credit while in the criminal justice system
Client handout

Download PDF

Native communities

These resources are based on the wisdom of people working in tribal governments and other organizations that serve Native communities.

DESCRIPTION ACTIONS

Focus on Native Communities
Your Money, Your Goals companion guide

Download PDF
Order free copies

Newcomers

There are over 41 million immigrants in America, and some have unique needs when it comes to managing their finances. Considerations like limited English proficiency and unfamiliarity with the U.S. banking system can make it hard to navigate the financial marketplace.

DESCRIPTION ACTIONS

Checklist for opening an account (English)
Client handout

Download PDF
Order free copies

Checklist for opening an account (Spanish)
Client handout

Download PDF
Order free copies

Selecting financial products and services (English)
Client handout

Download PDF
Order free copies

Selecting financial products and services (Spanish)
Client handout

Download PDF
Order free copies

Ways to pay your bills (English)
Client handout

Download PDF
Order free copies

Ways to pay your bills (Spanish)
Client handout

Download PDF
Order free copies

Ways to receive your money (English)
Client handout

Download PDF
Order free copies

Ways to receive your money (Spanish)
Client handout

Download PDF
Order free copies

People with disabilities

Millions of people with disabilities face significant obstacles as they go about their lives, including full participation in the mainstream financial marketplace and navigating Supplemental Security Income (SSI) benefits.

DESCRIPTION ACTIONS

Focus on People with Disabilities
Your Money, Your Goals companion guide

Download PDF
Order free copies

People with Social Security disability income can still qualify for a mortgage
Blog post

Read more

Young adults

Developing good financial habits early in life can help young people plan for their future and make wise financial decisions as adults.

DESCRIPTION ACTIONS

How to protect vulnerable children from credit reporting problems
Blog post

Read more

Dispute an error for a youth who is 18 or older if the error occurred before his or her 18th birthday
Client handout

Download

Dispute an error for a minor
Client handout

Download

Dispute an error that happened at 18 or older for youth who remain in foster care until age 21
Client handout

Download

Help young people develop money skills
Resource guide

Read more