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The SEC offers online publications that help seniors understand the vast array of investment products and how to avoid investment fraud. In-person presentations explain the red flags of investment fraud and how to check the background of investment professionals. More information...
Audience: Individual
Date: 10/11/2016
CFTC SmartCheck is a campaign of the U.S. Commodity Futures Trading Commission (CFTC). It connects investors to tools to check the registration, license, and disciplinary history of certain financial professionals. This collection of tools allows the responsible investor to confirm the credentials More information...
Audience: Individual
Type of Resource: Guidance Tools Website
Tags: Investor, Education, Investor Education, Investing, Investment,
Date: 11/25/2014
With support from the U.S. Department of the Treasury, Corporation for Enterprise Development (CFED), the Center for Financial Security at the University of Wisconsin-Madison (CFS) and the New York City Department  of Consumer Affairs Office of Financial Empowerment (OFE) partnered on a pilot More information...
Audience: Individual Researcher
Type of Resource: Article Brief
Tags: Job Training, Financial Counseling, Financial Empowerment    
Date: 4/21/2014
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: 6/5/2013
There's never going to be a perfect time to start saving. The important thing is to start, and you don't need lots of cash to do so. Having a "rainy day" or emergency fund can protect you from having to use high-cost credit when you hit a rough patch. More information...
Audience: Individual
Date: 4/22/2013
This website provides a variety of information on personal finance via learning lessons, frequently asked questions, and an ask-an-expert feature. Featured topics include Investing for Your Future, Planning for a Secure Retirment, and Legally Secure Your Financial Future. It also features several More information...
Audience: Individual Teacher
Type of Resource: Website
Date: 3/28/2012
Learn how your Social Security benefits may be reduced if you get a pension based on work where you did not pay Social Security taxes. More information...
Audience: Individual
Tags: Social Security, Benefits, Federal, Retirement 
Date: 3/25/2014
This brief was released by the Department of Labor Behavioral Interventions Project. The research shows ways to better encourage employees to focus on saving and investing for retirement. More information...
Audience: Individual Researcher Teacher
Type of Resource: Report
Date: 10/14/2016
The SEC Office of Investor Education and Advocacy initiated a public service campaign in February 2016 focused on helping individuals protect themselves from investment fraud. The campaign reminds investors of the importance of checking the background and registration status of investment More information...
Audience: Individual
Date: 10/11/2016
A product of a CFPB and FDIC partnership, Money Smart for Older Adults promotes awareness among older adults and their caregivers on how to prevent elder financial exploitation and encourages advance planning and informed financial decision-making. The materials include a consumer resource guide, More information...
Audience: Individual
Date: 10/11/2016