Topics in the Your Money, Your Goals toolkit include:
- Making spending decisions that help reach goals
- Ordering and fixing credit reports
- Avoiding tricks and traps in choosing financial products
- Making decisions about repaying debts and taking on new debt
- Keeping track of income and bills
- Deciding whether to open a checking account and understanding what’s needed to open one
The bureau said the toolkit has been tested by 1,400 case managers at 26 organizations in 21 states.