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publications and Reports


The department offers FREE brochures and hand-outs on various financial topics that are available to the public through request or by download as (PDF) below.  Helping to create "A Well-Informed Marketplace" (PDF), we encourage you to read these publications, print them, and share them with others. 

If you are interested in receiving these publications please contact us at informed@pa.gov.

 Audience Key  NOTE: Publications are listed alphabetically.
adultspubsicon.jpg Working Adults
militarypubsicon.jpg Military and Veterans
seniorspubsicon.jpg Seniors and Caregivers
studentspubsicon.jpg Students
womenspubsicon.jpgWomen

 PUBLICATIONS 

10 Tips To Keep Track Of Your Investments (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
10 Tips To Protect Your Nest Egg (PDF) seniorspubsicon.jpg
12 Investing Principles That Every Young Person Should Know (PDF) studentspubsicon.jpg
20 Questions To Ask Someone Selling Investments (PDF) adultspubsicon.jpg militarypubsicon.jpg
40 Money Management Tips Every College Student Should Know (PDF) studentspubsicon.jpg
ABCs for APS Professionals (PDF) seniorspubsicon.jpg
A Primer for Investing in Bonds (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Banking Basics (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg
Brokerage Fees (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Business Email Scams (PDF) adultspubsicon.jpg
Buying a Home (PDF) adultspubsicon.jpg militarypubsicon.jpg studentspubsicon.jpg
Check-cashing (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Clinicians’ Pocket Guide (PDF) seniorspubsicon.jpg
Confessions of a Scam Artist (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
​Consumer Presentations Information (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Credit or Debit (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Credit Reports and Scores (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Crowdfunding for Investors (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Cutting through the Confusion (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg
Cybersecurity: Information Consumers Need to Know (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Do's and Don'ts of Annuities (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
​​Elder Financial Abuse Prevention Guide (PDF) seniorspubsicon.jpg
Elder Investment Fraud Prevention (PDF) seniorspubsicon.jpg
Financial Field Manual for Military Families (PDF) militarypubsicon.jpg
Five Keys to Investing Success (PDF) adultspubsicon.jpg militarypubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Getting Help with Your Investments (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Home Ownership in Tough Times (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
How Fees and Expenses Affect Your Investment Portfolio (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
How to Open a Brokerage Account (HTML) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Investigate Before You Invest (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Investor Bill of Rights (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Maximize Your Retirement Investments (PDF) adultspubsicon.jpg militarypubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Making Sense of Financial Professional Titles (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Money: Save It, Invest It, Do It As A Career (PDF) studentspubsicon.jpg
Mutual Fund Fees and Expenses (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Mutual Funds: Maybe All You’ll Ever Need (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Protecting Yourself from Identity Theft (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
​Raise Capital by Issuing Securities (PDF) adultspubsicon.jpg
SCAMS - Protect Yourself, Protect Your Money (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Securities Fraud Protection (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Senior $afe (PDF) seniorspubsicon.jpg
​Skimming Scam Alert (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Shopping for a Mortgage (PDF) adultspubsicon.jpg militarypubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Take the Mystery Out of Retirement Planning (PDF) adultspubsicon.jpg militarypubsicon.jpg womenspubsicon.jpg
The Basics for Investing in Stocks (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
The Risks of Easy Money Loans (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Time is On Your Side (PDF) adultspubsicon.jpg militarypubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
Understanding Reverse Mortgages (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
What to Expect When You Open a Brokerage Account (HTML) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg studentspubsicon.jpg womenspubsicon.jpg
What You Should Know About Your Retirment Plan (PDF) adultspubsicon.jpg militarypubsicon.jpg womenspubsicon.jpg
When Your Broker Calls, Take Notes (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
Where to Invest Your College Money (PDF) adultspubsicon.jpg militarypubsicon.jpg womenspubsicon.jpg
Women and Retirement Savings (PDF) womenspubsicon.jpg
Zika-Related Scams (PDF) adultspubsicon.jpg militarypubsicon.jpg seniorspubsicon.jpg womenspubsicon.jpg
 

Foreign language resources

The following publications are available in Spanish.  
(Las siguientes publicaciones están disponibles en Español.)
 
• Buying a Home (Comprar una Vivienda) (PDF)
• Home Ownership in Tough Times (Ser propietario de una vivienda en tiempos difíciles) (PDF)
• Identity Theft (Cómo protegerse contra el robo de identidad) (PDF)
 Reverse Mortgage (¿Qué son las hipotecas revertidas o inversas?) (PDF)
 
If you have questions about these publications, contact informed@pa.gov.

 

 
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