What is a Required Minimum Distribution?
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
Blog
What is a Mortgage Review?
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
Cash vs Debit Card vs Credit Card
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
Avoiding Scams Following a Natural Disaster
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
Avoiding Charity Scams
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
Phantom Debt Collection Scam
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
Computer & Internet Scams
Phishing and spoofing scams can dupe older adults into giving out their personal financial information. Phishing scammers create...read more
Avoiding Telephone and Internet Scams
Older adults are increasingly the targets of scam artists on the telephone who...read more
Investment Fraud
Investment Fraud (also known as Securities Fraud) is a term that covers a wide range of illegal activities involving the...read more
Good Credit is Key to Solid Financial Future
Remember it's easier to build a credit score than to repair a bad one...read more
Identity Theft
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
Exploitation by Caregivers and In-Home Helpers
Unfortunately elder financial exploitation is often perpetrated by family members and other caregivers, and often...read more
Elder Financial Exploitation
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
Teach Children to Save
Teach Children to Save (TCTS) is presented by the American Bankers Association Community Engagement Foundation...read more
Credit Card "Rules" for Success
There are many advantages to using a credit card. Here are a few things you should keep in mind to maximize the benefits....read more
