National Retirement Planning Week® April 11-15, 2016 – Partner Kits

National Retirement Planning Week® 2016 Partner Kits The following four National Retirement Planning Week® 2016 Participant Kits are designed to support your efforts to engage in this important week. To help promote the value of retirement planning, please click on the kit that best speaks to your audiences. You’ll find a variety of marketing […]

Savings Fitness: A Guide to Your Money and Your Financial Future

Savings Fitness: A Guide to Your Money and Your Financial Future Content Highlights A Financial Warmup Your Savings Fitness Dream How’s Your Financial Fitness? Avoiding Financial Setbacks Boost Your Financial Performance Strengthening Your Fitness Plan Personal Financial Fitness Maximizing Your Workout Potential Employer Fitness Program Financial Fitness for the Self-Employed A Lifetime of Financial Growth […]

CFPB Tools for Financial Caregivers and Upcoming Webinar

Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. To help financial caregivers, the CFPB Office for Older Americans has created easy-to-understand Managing Someone Else’s Money guides. Join this free webinar to learn more about these guides and how you can help […]

CFPB’s New Tool to Help you Plan for Retirement – Live Webcast Today

Every year more than 2 million Americans make one of the most important financial decisions of their lives: choosing when to begin collecting Social Security retirement benefits. Today, the CFPB is releasing Planning for Retirement, an interactive tool to help consumers make this important decision.

Check out the CFPB’s new online tool at www.consumerfinance.gov/retirement/.

They […]

ABA: Safe Banking for Seniors

A campaign to educate seniors and their caregivers on the risks of financial fraud

​Financial abuse against older Americans can take many forms, from illegal debits, to third-party scams and even unauthorized withdrawals by an approved caregiver. And with the share of the U.S. population 60 years and over projected to reach 30 percent […]

CFPB – Managing Someone Else’s Money

Millions of Americans are managing money or property for a family member or friend who is unable to pay bills or make financial decisions. We’ve heard from these financial caregivers about how tough it can be. So we created guides for caregivers all over the country.

Read about how we are helping financial caregivers: consumerfinance.gov/blog/managing-someone-elses-money-guides-for-your-state/

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New Website Resource for Senior Investors: ServeOurSeniors.org

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Investors

You’ve worked hard throughout your lifetime to build retirement security. As your first line of defense against investment fraud, NASAA members know scam artists will try to prey on seniors by offering “too good to be true” investment schemes. Education and awareness are your […]

FTC: Spotting an Illegal Pyramid Scheme 101

FTC: Spotting an Illegal Pyramid Scheme 101

Your social media feed is abuzz with stories of people making serious money selling an energy drink. Not one to miss out an opportunity, you do a quick search and come across a viral video. The guy making the pitch insists you can make thousands of dollars a […]

FINRA Securities Helpline for Seniors – HELPS™

FINRA Securities Helpline for Seniors – HELPS™

A toll-free number that senior investors can call to get assistance from FINRA or raise concerns about issues with brokerage accounts and investments.

Call 844-57-HELPS (844-574-3577) Monday – Friday 9 a.m. – 5 p.m. Eastern TimeAre you a senior investor with questions about your brokerage account statement or […]

CFPB Updates – Financial protection for older Americans

Financial protection for older Americans

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. The Office of Financial Protection for Older Americans is here […]