Blog

While it might seem a little early to be thinking about getting your finances ready for year-end, it’s actually the perfect time since there’s still time to take action without...read more

Everyone has room for improvement when it comes to their financial habits. Many, if not most, of us live...read more

Tax-deferred retirement saving is one of the best tools for saving for your retirement, but all good things must come to an end....read more

When you applied for your mortgage, you probably did some homework to make sure you got the best deal. But do you know if that loan is still the best fit for you?...read more

When you make a purchase, you have to decide how to pay - should you use cash, a debit card, or a credit card? Each...read more

Unfortunately, there are criminals who like to take advantage of others' misfortune, even after a natural disaster. This article includes tips to help you avoid being a victim, and provides additional resources to help you protect yourself....read more

If you are considering a request for a donation to a charity, do some research before you give. By finding out as much as you can about the charity, you can avoid...read more

Scam debt collectors try to trick their victims into paying a debt that doesn’t exist. These phony debt collectors often contact older adults by phone...read more

Phishing and spoofing scams can dupe older adults into giving out their personal financial information. Phishing scammers create...read more

Older adults are increasingly the targets of scam artists on the telephone who...read more

Investment Fraud (also known as Securities Fraud) is a term that covers a wide range of illegal activities involving the...read more

Remember it's easier to build a credit score than to repair a bad one...read more

Identity theft occurs when thieves steal your personal information (e.g., your Social Security number (SSN), birth date, credit card numbers, personal identification numbers (PINs) or passwords). With sufficient...read more

Unfortunately elder financial exploitation is often perpetrated by family members and other caregivers, and often...read more

The Older Americans Act defines elder financial exploitation quite broadly, as “the fraudulent or otherwise illegal, unauthorized, or improper act or process of an individual, including a caregiver or...read more