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Managing Money

Managing Money (www.managing-money.org) is a financial literacy clearinghouse featuring Consumer Action’s award-winning multilingual educational materials, headline news on personal finance topics and recommended publications created by other organizations and government agencies. The materials focus on financial services, sound financial planning and debt management, saving for emergencies and retirement and how to avoid frauds and scams.

 
 

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CA News & Special Reports

CA News Logo Consumer Action INSIDER - April 2020 The April 2020 issue of the Consumer Action INSIDER instructs older people on how they can report scams, especially as new ones are arising daily due to the coronavirus crisis; gives readers an overview of former CFPB director Richard Cordray's new book, “Watchdog: How Protecting Consumers Can Save Our Families, Our Economy, and Our Democracy”; exposes how the devil's in the details when it comes to "free filing" tax prep services offered by companies such as TurboTax and Tax Act; updates readers on our coalition efforts, including those to ensure that any COVID-19 vaccines developed are affordable for all consumers; and more. (Wednesday, April 01, 2020)

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Five Recent Publications

Improving your financial health with FinTech (Korean)

Improving your financial health with FinTech (Korean) 개인 금융 앱 초보자를 위한 가이드.

금융 기술 (Financial technology [FinTech])은 소비자와 기업을 위한 강력한 금융 서비스 도구 개발을 위해 인터넷 및 앱 (다운로드 가능한 모바일 소프트웨어)과 같은 최신 기술을 이용하는 것입니다. 핀테크는 재정 개선에 동기를 부여하고 목표를 향해 노력하는 사람들을 위해 이 과정을 보다 편리하고 효율적이며 보람있게 만들 수 있습니다. 이 안내서는 사용 가능한 핀테크 도구들의 유형과 그 도구들이 어떤 도움을 줄 수 있는지를 소개합니다. 또한 앱을 선택할 때 고려해야할 사항과 핀테크를 안전하게 이용하는 방법을 알려줍니다.

Financial technology (FinTech) is the use of modern technology, such as the internet and apps (downloadable mobile software), to develop powerful financial services tools for consumers and businesses. For those who are motivated to improve their finances and dedicated to working toward their goals, FinTech can make the process more convenient, efficient and even rewarding. This guide will introduce you to the types of FinTech tools available and how they can help you. It will also tell you what to consider when choosing an app and how to stay safe when using FinTech.

Improving your financial health with FinTech (Chinese)

Improving your financial health with FinTech (Chinese) 個人理財應用程式初學者指南.

金融科技(FinTech)是專門使用互聯網及各種apps (應用程式, 是可供下載的行動軟件)的現代科技,專為消費者和企業而開發出功能強大的金融理財服務工具。對於那些希望改善他們的財務狀況並致力於實現目標的人,金融科技可以使相關過程更加便捷,成效高,甚至有回報。這本指南將詳盡介紹目前可供使用的金融科技(FinTech)種類以及它們如何為你提供幫助。本指南也將解釋選擇這些應用程序時應考慮的事項以及當你使用FinTech金融科技時應如何確保安全。

Financial technology (FinTech) is the use of modern technology, such as the internet and apps (downloadable mobile software), to develop powerful financial services tools for consumers and businesses. For those who are motivated to improve their finances and dedicated to working toward their goals, FinTech can make the process more convenient, efficient and even rewarding. This guide will introduce you to the types of FinTech tools available and how they can help you. It will also tell you what to consider when choosing an app and how to stay safe when using FinTech.

Improving your financial health with FinTech (Spanish)

Improving your financial health with FinTech (Spanish) Una guía para principiantes sobre aplicaciones móviles de finanzas personales.

La tecnología financiera (“fintech”) se refiere al uso de tecnología moderna, tal como internet y aplicaciones móviles (software móvil descargable), para desarrollar potentes herramientas de servicios financieros para consumidores y empresas. A quienes están motivados para mejorar sus finanzas y dedicados a lograr sus objetivos, fintech les ofrece la posibilidad de un proceso más conveniente, eficiente e incluso gratificante. Esta guía le presenta los tipos de herramientas fintech disponibles y cómo pueden ayudarle. También explica lo que debe tener en cuenta al elegir una aplicación y cómo utilizarla de forma segura.

Financial technology (FinTech) is the use of modern technology, such as the internet and apps (downloadable mobile software), to develop powerful financial services tools for consumers and businesses. For those who are motivated to improve their finances and dedicated to working toward their goals, FinTech can make the process more convenient, efficient and even rewarding. This guide will introduce you to the types of FinTech tools available and how they can help you. It will also tell you what to consider when choosing an app and how to stay safe when using FinTech.

Just Say No to Scams (Quick Tips) (Spanish)

Just Say No to Scams (Quick Tips) (Spanish) Consejos breves para protejerse contra el fraude .

La hoja informativa con consejos breves “Diga no a las estafas” ofrece al consumidor conceptos básicos para ayudarle a reconocer las señales de fraude y para protejerse. También explica dónde denunciar los fraudes y dónde obtener más información.

The Spanish Just Say No to Scams “quick tips" sheet provides consumers with the basics of recognizing the signs of a scam, understanding how to protect themselves and knowing where to complain and get more information.

Just Say No to Scams (Chinese)

Just Say No to Scams (Chinese).

每年許多毫無戒心的消費者被欺詐騙取高達數百萬元,儘管如此,我們仍有辦法幫你避免成為詐騙受害者。這本指南將協助消費者瞭解騙子誘騙受害者的手段,認清並迴避掉入詐騙陷阱,同時學習如何預防受騙,以及知道如何向相關部門報案。

Scammers cheat unsuspecting consumers out of millions of dollars each year, but there are ways to avoid becoming a scammer’s next victim. This guide will help consumers understand how crooks reel in their prey, recognize and evade scam attempts, and learn about scam prevention and reporting resources.

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Recommended Publications

Friday, January 05, 2018

Mortgage loan relief for disaster victims. The National Consumer Law Center (NCLC) has produced a guide to assist those helping homeowners struggling after a hurricane, flood, fire or other natural disaster.

Friday, September 23, 2016

Spanish-English glossary of real estate terms. A new Spanish-English glossary of commonly used real estate terms has been released to help real estate agents and brokers make the home buying process more manageable for consumers who seek to better understand the complexities of a mortgage transaction in Spanish. The glossary offers both formal and colloquial translations of key mortgage terms.

Tuesday, June 14, 2016

2016 Car Insurance & Credit Scores Report by WalletHub Cover Art 2016 Car Insurance & Credit Scores Report by WalletHub. The WalletHub study gives us information on the connection between credit scores and car insurance.

Friday, September 04, 2015

CFPB Monthly Complaint Report: Credit Reporting Issues. Complaint reports from the Consumer Financial Protection Bureau (CFPB) focus on a different issue each month providing a snapshot of complaint trends by type, state and company, and highlight actual complaints reported by consumers.

Friday, January 23, 2015

California Lifeline carrier search tool. The California Public Utility Commission (CPUC) has a multilingual tool that enables consumers to search for California LifeLine service providers.

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