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Older adults can become targets of financial exploitation by family members, caregivers, scam artists, financial advisers, home repair contractors, fiduciaries (such as agents under power of attorney and guardians), and others. Older adults are attractive targets because they may have significant assets or equity in their homes. They may be especially vulnerable due to isolation, cognitive decline, physical disability, health problems, and/or the recent loss of a partner, family member, or friend. Financial institutions can play a key role in preventing and detecting elder financial exploitation. A financial institution’s familiarity with older adults it encounters may enable it to spot irregular transactions, account activity, or behavior. This Interagency Guide is designed to help financial institutions clarify the applicability of privacy provisions of the Gramm-Leach-Bliley Act (GLBA) to reporting suspected financial exploitation of older adults.

This directory provides information on financial literacy resources, issues and events that are important to bankers, organizations, and consumers of all ages. The directory includes descriptions and contact information for a sampling of organizations that have undertaken financial literacy initiatives as a primary mission, government programs, fact sheets, newsletters, conference materials, publications, and links to Web sites.

The Office of the Comptroller of the Currency (OCC)'s Financial Literacy Update is a bimonthly e-newsletter that reports financial literacy events, new initiatives, and related resources of the OCC and other government agencies and organizations.

Providing information to service members about their rights under the FDCPA with regard to specific behaviors debt collectors may engage in to target service members.

Worksheet to help consumers create their own customized financial rule of thumb for meeting savings goals.

Consumers can use this printable guide to navigate the auto financing process, including budgeting considerations, understanding the auto finance process, shopping for an auto loan, negotiating and closing the deal. The guide also emphasizes how to avoid common pitfalls. Financial educators can also use this guide to familiarize yourself with the auto finance process, so that you can provide helpful guidance to those you assist.

How to file a complaint against your credit union. National Credit Union Administration's Consumer Assistance Center.

We help you help the people you serve. For adult financial educators, the tools here show our latest thinking on consumer financial behavior and effective financial education practices.

Consumers can use this worksheet to compare loan offers, see the total cost, and negotiate the best deal on an auto loan. 

We’re here to support the teachers, administrators, and community leaders who help students build financial knowledge, skills, and habits. The tools and resources listed here show recommended policies and practices for K–12 financial education.