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Print Financial Publications

Plan your future with these tip sheets

En Español | Managing your money is no easy chore and mistakes can prove costly. You may have questions about creating a budget, cutting costs, Social Security or the basics of your 401(k) plan. These financial publications are valuable resources. Whatever financial situations are most pressing in your life, chances are there’s guidance here that can help. Each one includes a specific “to-do” list that makes your next steps crystal clear.

Download and print these financial publications for yourself or share with a friend. You can also distribute them in a community newsletter or bookmark them for later reading.

Social Security

Maximize Your Social Security Benefits (PDF): Strategies and tips to get the most out of your Social Security retirement benefits.

When to Claim Social Security (PDF): Holding out longer before claiming will increase your monthly benefits.

Social Security and Work (PDF): Understanding the implications of working while receiving Social Security benefits.

Social Security for Married Couples (PDF): Married couples get more income by waiting longer to claim.

Social Security for Divorced Couples (PDF): There are special rules and benefits that may allow you to receive benefits from an ex-spouse.

Social Security and Taxes (PDF): How much could you be taxed?

Social Security: The Basics (PDF): General information on Social Security retirement benefits.

Saving and Planning

Savings Tips (PDF): Tips to save more and spend less.

Working With a Financial Professional (PDF): Learn about professionals who can help you manage your finances.

Cost Cutting Tips (PDF): Practical ways to reduce your spending.

Managing Debt (PDF): Tips and a worksheet to help you manage debt.

Improving Your Credit (PDF): Steps to ensure your credit.

Timing Your Retirement (PDF): Useful financial and lifestyle information to help you decide when to retire.

Investing

Investing Tips (PDF): How to maximize your investing dollar.

IRAs (PDF): How Traditional and Roth Individual Retirement Accounts work.

401(k) Plans (PDF): How to contribute to a retirement plan where you work.

Annuities (PDF): The basics of buying insurance that pays a regular stream of retirement income.

Choosing suitable investments (PDF): Make sure the advice you get is best for your financial situation.

Managing and Protecting Assets

Managing Your Money in Retirement (PDF): How to develop a plan to manage your money so it lasts as long as you do.

Avoiding Investment Fraud: Signs of a Scam (PDF): Avoid the “too good to be true” investment schemes.

Predatory sales practices (PDF): Protect your investments from bad advice.

Housing and Mortgage

Mortgages (PDF): What if you pay off a current mortgage, get a better one or a new one?

Struggling to Make Mortgage Payments (PDF): Avoid foreclosure and recognize mortgage rescue scams.

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