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Seniors

Seniors reading on tablet and laughing

Seniors are often the target of fraud. However, with some basic understanding of how scam artists work, you can avoid fraud and protect your hard-earned money. Learning how to invest safely can mean a huge difference in your retirement years.

We offer a number of on-line publications, listed below, that you can access immediately for free by clicking on them.  In addition, you can always call us, the SEC’s Office of Investor Education and Advocacy, with any questions you may have about investing. Our toll-free number is 1-800-732-0330. 

 

Senior Specialists Designations

Some financial professionals use designations that imply that they are experts at helping seniors with financial issues. The Securities and Exchange Commission and the Financial Industry Regulatory Authority (FINRA) do not endorse professional designations or titles such as “senior specialist” or “retirement advisor” that some financial professionals use to market themselves.  Read more...

Free On-line Publications (please click on them to read or download)

  • Guide for Seniors:  Protect Yourself Against Investment Fraud

    Seniors are often the target of fraud. However, with some basic understanding of how scam artists work, you can avoid fraud and protect your hard-earned money. Learning how to invest safely can mean a huge difference in your retirement year.

     

  • Questions You Should Ask About Your Investments

    "Ask Questions."  That’s the best advice we can give you about how to invest wisely. We see too many investors who might have avoided trouble and losses if they had asked basic questions from the start.
     

  • Variable Annuities

    Variable annuities have become a part of the retirement and investment plans of many Americans.

     

Investor Bulletins

Additional Resources

National Center on Elder Abuse
State Directory of Elder Abuse Prevention Resources
Eldercare locator
The Social Security Administration Online Calculator