Titles


Lightbulb offers nearly 40 titles on a broad range of financial topics, including saving and investing, personal finance, retirement, and planning. These evergreen guides and booklets are widely recognized for their plain English text, imaginative graphics, and objective, educational financial content.

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Full-length Guides


A Woman's Guide to Investing
A Woman's Guide to Investing
This highly practical, information-packed guide provides essential investment information that women of all ages need — not just how and when to invest and whom to trust, but the difference investing makes. Topics include setting goals, smart investment decisions, and planning for the future.

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A Woman's Guide to Personal Finance
A Woman's Guide to Personal Finance
If you're one of the many women faced with more financial decisions than ever before, this guide is a valuable resource. A Woman's Guide provides practical advice on all of the financial issues you'll have to confront, including managing money, investing, retirement, and how to deal with the unexpected, such as divorce, widowhood, and debt.

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A Guide to Investing With Options
An Investor's Guide to Trading Options
This indispensable guide covers everything from calls to puts to collars and rolling up, over, or out. It clearly explains the special language of options tradings as well as options contracts, and lays out some popular strategies that may suit various portfolios and market forecasts.

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Guide to Money & Investing
Guide to Money & Investing
This guide provides a clear, concise look at the financial markets, from raising capital to realizing return. It covers not only traditional investment opportunities, but also alternative investment products that are growing in popularity, including ETFs, hedge funds, and direct investments.

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Guide To Personal Finance
Guide to Understanding Personal Finance
This comprehensive guide to the key aspects of personal finance provides clear explanations about banking, home finance, credit, financial planning, investing, and taxes. Newly revised, it includes the information you’ll need to make smart decisions about everyday finances.

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Guide to Understanding Investing
Guide to Understanding Investing
This guide is an inspirational and instructive introduction to investing that's the perfect resource for learning how to use the capital markets to meet financial goals, from paying for education to enjoying a secure retirement. This new edition of the Guide puts greater focus on the importance of setting investment goals and understanding investment strategies, and explores the benefits or working with a financial advisor.

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Booklets (24-36 pages)


Index Investing
Index Investing
Index Investing provides a concise, clear introduction to financial market indexes including what indexes are and the information they provide. It also explores how indexes are used, both as benchmarks for investment performance and as the basis of several popular investment products—ETFs, index mutual funds, and index-based options and futures contracts. For insight into how index-based products can play a role in an investment portfolio, this booklet is an ideal starting place.

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Credit & Borrowing
Credit & Borrowing
This guide provides a clear explanation of how credit works, including special sections on credit cards, credit reports, and managing loans. The guide also discusses the warning signs of unmanageable debt and how to avoid debt in the first place.

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Guide to Asset Allocation
Guide to Asset Allocation
Investing across a range of asset classes can help you meet your financial goals. This guide explains methods of asset allocation, clarifies the role diversification plays in building an effective portfolio, and describes how making strategic choices has the potential to increase return without increasing investment risk.

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Guide to Clearance & Settlement
Guide to Clearance & Settlement
Guide to Clearance & Settlement is an overview of The Depository Trust & Clearing Corporation (DTCC), whose sophisticated infrastructure and risk management systems provide essential services to US and global capital markets. The guide explains clearing, netting, and settling — the essential elements of post-trade processing — and the role of a central counterparty in ensuring completion of equity and fixed-income transactions.

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Guide to Estate Planning
Guide to Estate Planning
This guides describes what your estate is and explores ways to share wealth with the family, friends, and institutions you choose. Guides, wills, and trusts are all explained, and topics such as beneficiary designations, asset distribution, and minimizing taxes discussed in detail.

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Guide to Exchange Traded Funds
Guide to Exchange Traded Funds
Guide to Exchange Traded Funds provides a concise overview of ETFs, including the different types of ETFs, hedging strategies, index investing, and the role of ETFs in a portfolio. The booklet also provides an explanation of how a new ETF is created.

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Guide to Saving for College
Guide to Saving for College
Concise and clear, this guide helps parents weigh the pros and cons of different ways to save and pay for college. How to make the most of college savings, what to do if your savings fall short, and the details of various savings plans and federal aid programs are all covered in detail.

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Guide to Understanding 529 Plans
Guide to Understanding 529 Plans
This guide provides a concise introduction to these popular college savings plans, with special sections on how to choose and enroll in a plan, make contributions, and take full advantage of tax-free withdrawals. Now you can get all the information you need to make appropriate, practical decisions about paying for higher education.

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Guide to Understanding Annuities
Guide to Understanding Annuities
This guide explores the role that fixed and variable annuities can play in providing retirement income. It describes the special features of different types of annuities to help you decide which one might be right for you.

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Guide to Understanding Direct Investments
Guide to Understanding Direct Investments
Learn about direct investments — including nontraded REITs, equipment leasing companies, and energy partnerships — and how they may add diversification and help reduce risk in an investment portfolio. The guide explains the significance of owning income-producing hard assets, and how these sponsored programs may be appropriate for individual investors.

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Guide to Understanding Life Insurance
Guide to Understanding Life Insurance
Guide to Understanding Life Insurance makes the basics of life insurance easy to understand, so you can decide how much coverage you need, which policy features to look for, and what to expect when you buy. Its engaging graphics and clear, straightforward language give you the knowledge you need to make the life insurance choices that are right for you and the people who depend on you.

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Investing Essentials
Investing Essentials
If you're ready to start investing, but need to learn more before you begin, this guide is a must-read. Easy to understand and concise, the guide covers stocks, bonds, mutual funds, as well as key strategies for creating and managing an investment portfolio, including asset allocation and diversification.
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Investing for Retirement
Investing for Retirement
The guide discusses personal investing goals, explores ways to use asset allocation and diversification to offset investment risk, and explains the role of both taxable and tax-deferred investments in you portfolio. Equally important, the guide looks at the many different sources that may provide retirement income — since putting together an income stream is one of the greatest challenges facing people who are nearing or already in retirement.

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It's Your Financial Life
It's Your Financial Life
Starting out on your own can mean dealing with unfamiliar, even intimidating, situations, especially when it comes to finances. This helpful new guide explains the key to financial success and the way to avoid some common financial pitfalls, including falling into debt incurring unnecessary fees and penalties, and pulling off investing. It's arming yourself from the start with the information you need to make smart decisions.
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Life Cycle of a Security
Life Cycle of a Security
This booklet explains the process of creating and distributing stocks and bonds in the primary and secondary markets. Also explored is the role of central securities depositories in the US and global capital markets, the details of clearing and settling retail and institutional transactions, and the infrastructure that facilitates these processes.

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Managing Retirement Income
Managing Retirement Income
Managing Retirement Income tackles the issue of creating and managing income from your retirement savings and investment accounts to help ensure your long-term financial security. The guide, with its distinctive blend of straightforward language and engaging graphics, helps you create realistic spending plans, identify effective investment strategies, and coordinate required distributions with other sources of income.

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Planning Retirement Income
Planning Retirement Income
Planning Retirement Income deals head on with the challenges you'll face in providing a financially secure retirement. This comprehensive yet easy-to-understand guide tells you how to build a solid investment portfolio, strengthen our cash flow, and create sources of lifetime income.

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Your Guide to Donor Advised Funds
Your Guide to Donor Advised Funds
This guide explains the essentials of this increasingly popular way to give to charity. The guide covers specific details about how the funds work, tax benefits, and investment options. Also included is helpful information that positions donor advised funds in the greater context of philanthropy.

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Your Guide to Managed Accounts
Your Guide to Managed Accounts
Handy for investors as well as for financial advisers and investment managers, this guide covers the basics of professionally managed portfolios of individual stocks and bonds. The guide examines the special features of this increasingly popular way to invest, and the complementary roles different financial professionals play in meeting investor goals.

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Guides for the Military


A Salute to Smart Investing
A Salute to Smart Investing
A Salute To Smart Investing explains the keys to financial success that are useful whether you’re just getting started or are a veteran investor. It provides an overview of savings, using credit wisely, basic investing strategies, common types of fraud, and danger signs that all investors should be aware of. It’s arming yourself from the start with information you need to make smart decisions.

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Veterans Handbook: Tactics for Civilian Life
Veterans Handbook: Tactics for Civilian Life
The Veterans Handbook helps the newest generation of veterans make a smooth transition to civilian life. The Handbook explains the benefits that make higher education and home ownership accessible and discusses the practical aspects of finding a job, managing money, and investing for the future. Written in clear language with colorful illustrations, the Handbook also lists the resources veterans can trust for reliable information.

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