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Working with older adults

We’ve gathered resources to help you, whether you serve older adults or family members managing the finances of a loved one.

Tools and resources to use with older adults

Protect older adults against fraud

Protecting savings and assets becomes increasingly important as people age. We have resources to help safeguard finances and protect older adults from financial exploitation.

Tools for later-life financial security

Browse guides and information to help older adults make sound financial decisions. Learn more about managing someone else’s money.

Money Smart for Older Adults: avoid financial exploitation

Money Smart for Older Adults is a volunteer-led curriculum and tool designed to help older adults, family caregivers, and others prevent, recognize, and report financial exploitation.

Help for Surviving Spouses

The death of a spouse or partner can be one of life’s most stressful events. We have information and resources to help you take control of your finances, navigate critical financial moments, and understand your rights.

Find help responding to elder financial abuse

Financial abuse is a serious issue, but help is available. See our list of state and local resources, legal aid, and other resources and information to address frauds and scams targeting older adults.

Learn how to get help responding to elder financial abuse

Resources for practitioners and financial institutions

Archived webinars

View our growing library of webinars or read the transcripts. Each webinar is added to the archive a few weeks after its presentation date.

View archived webinars

Elder fraud prevention and response networks guide

We created a guide to help you start or revitalize an elder fraud prevention and response network to protect older adults from financial exploitation in your community.

Explore the guide

Tools for banks and credit unions

Financial institutions have an important role in providing older adults and their families with information on how to prevent fraud. These resources are designed to be used by financial institutions working with families of older adults.

See resources for financial institutions

Research and reports

We research key issues affecting older adults including the prevention of elder financial exploitation, planning for financial incapacity, and Social Security.

See all reports and advisories for older adults