Older Americans face many financial challenges as they age. They have opportunities to travel, explore new fields of work or hobbies, or spend time with family and friends. But often scam artists or bad advice take away these opportunities. Our information and tools help seniors navigate safely through financial challenges.
Learn how to prevent elder financial exploitation using the Money Smart for Older Adults – Prevent Financial Exploitation curriculum. Produced in partnership with the FDIC, consumers can download the resource guide or the training module for instructors. Hard copies of the resource guide can be ordered and shipped free of charge here.
Financial caregiving is also an important task that many take on suddenly or with little preparation. The free, downloadable Managing Someone Else’s Money guides are available for agents under powers of attorney, court-appointed guardians, trustees, and government fiduciaries (Social Security representative payees and VA fiduciaries). You can order free print copies in bulk here.
…are 62 or over
…can expect to live 21 more years if you are a woman, 17 if you are a man
…like three out of five American families with a head of household 65 or older, may have no retirement savings
…may not know what your benefits are when your spouse dies
…need to ask the right questions
You may face…
…clever scam artists or desperate family members targeting you because of your home equity or net worth
…a choice between paying the mortgage/rent or your credit card
…complicated decisions about finances, retirement, and long-term care planning
We’re here to help you…
…prevent others from taking your savings or your home
…understand your financial options when your spouse dies
…find out where you can turn to for information
…learn about your financial choices
…access tools you need to achieve your goals