Recap: Protect yourself financially

Your coaches summarize the key points you've learned.

MichaelCongratulations. You’ve learned a lot about how to protect yourself financially.


CassieSo let’s recap: to protect your hard-earned cash and credit record, it pays to stay alert and aware — when you’re at home, on the phone, online, or using the postal service.

MichaelWhen you shop, protect your cards as if they were cash. Be sure your card is returned to you and make sure each transaction receipt is accurate. Always keep your receipts in a safe and secure location and check them later against your statements.

CassieBank policies can help protect you from fraud, but remember: scams, fraud and identity theft are serious problems that can happen to anyone. And seniors are especially at risk. To avoid being a victim, always guard your personal information and monitor your financial activity on a regular basis.

MichaelLast but not least, be careful when selecting a lender. Remember that a responsible lender will answer all of your questions, put everything in writing, and always give you time to decide.

CassieProtecting yourself financially is a critical part of smart money management. We hope you’ll use the tips in this lesson to keep your money and identity safe and secure.

Remember these key points

  1. Stay alert, aware and cautious.
  2. Consider money and information safety at home, work, on the phone, online, at your mailbox.
  3. Protect your ATM, debit, and credit cards.
  4. Keep receipts and compare to statements.
  5. Guard and store your personal information and destroy what’s not needed.
  6. Monitor your financial activity.
  7. Choose a responsible lender.
  8. Visit consumer protection Web sites for additional information.

You have completed Protect Yourself Financially.
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