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Learn how to prevent elder financial exploitation using the Money Smart for Older Adults – Prevent Financial Exploitation curriculum. Produced in partnership with the FDIC. More information...
Audience: Individual
Tags: Fraud, Scam, Elderly, Exploitation
Date: 3/25/2014
Money Smart for Older Adults (MSOA) is an instructor-led training developed jointly by FDIC and CFPB.  The module provides awareness among older adults and their caregivers on how to prevent elder financial exploitation and to encourage advance planning and informed financial decision-making. More information...
Audience: Individual Researcher Teacher
Type of Resource: Guide
Tags: Fraud, Scam, Elderly, Guide
Date: 3/25/2014
Millions of Americans are managing money or property for a loved one who is unable to pay bills or make financial decisions. This can be very overwhelming. But, it’s also a great opportunity to help someone you care about, and protect them from scams and fraud. We are releasing four
Audience: Individual Researcher Teacher
Type of Resource: Article Guide
Tags: Elderly, Caregiver, Finances 
Date: 3/25/2014
This publication helps you manage your money so you can afford today’s needs while funding tomorrow’s goals. This publication shows how saving for retirement can be part of your overall financial plan. Worksheets will help workers at any stage of their career manage their financial life, More information...
Audience: Individual
Type of Resource: Website
Tags: longevity risk, retirement risk, tax-deferred retirement account, ERISA, mid-career, new entrants, new job, college seniors
Date: 8/9/2013
The official benefits website of the U.S. government informs citizens of benefits they may be eligible for and provides information on how to apply for assistance. Find more than 1,000 Federal and state benefits including housing, food/nutrition, education, grants/loans, disaster relief and More information...
Audience: Individual Teacher Youth
Type of Resource: Website
Date: 6/10/2013
In consultation with the U.S. Department of the Treasury and President Bush's Advisory Council on Financial Literacy, the FINRA Investor Education Foundation commissioned the first national study of the financial capability of American adults in 2009. The overarching research objectives of the More information...
Audience: Individual Researcher
Type of Resource: Website
Date: 5/29/2013
Are your funds fully insured? This Electronic Share Insurance Calculator will help you determine the insurance coverage for your accounts held at federally insured credit unions. More information...
Audience: Individual
Type of Resource: Tools Calculator
Date: 4/5/2013
Reverse mortgages let you cash in on the equity in your home: these mortgages can have serious implications. More information...
Audience: Individual
Date: 3/29/2013
Concerned about insurance coverage for your accounts held at credit unions? This brochure describes how credit union member accounts are federally insured by the National Credit Union Administration (NCUA). More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013
This is a comprehensive brochure describing how credit union member accounts are insured by the National Credit Union Administration (NCUA), an agency of the federal government. The brochure describes the variety of insured accounts, and includes examples of insurance protection for various size More information...
Audience: Individual
Type of Resource: Brochure
Date: 2/19/2013