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.
Taking Control of Your Finances: Help for surviving spouses
Figuring out how to manage your finances while grieving a spouse may feel overwhelming. This step-by-step guide helps you do the most important and pressing things first.
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.
Resources for practitioners and financial institutions
View our growing library of webinars or read the transcripts. Each webinar is added to the archive a few weeks after its presentation date.
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.
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.
Research and reports
We research key issues affecting older adults including the prevention of elder financial exploitation, planning for financial incapacity, and Social Security.
- Data Spotlight: Suspicious Activity Reports on Elder Financial Exploitation
- Data Spotlight: Medical debt among older adults before the pandemic
- Data Spotlight: Profiles of older adults living in mobile homes