Whether you are looking for information for yourself or for a loved one, in this section you will find information and tips for older adults on managing and protecting their finances.

Resources for Older Adults and Their Families

  • Section 1 thumbnail Reverse Mortgages

    If you are considering a reverse mortgage, take time to learn about the different types. They can be complicated and can use up the equity in your home, which means fewer assets for you and your heirs.

  • Section 2 thumbnail Long-Term Care

    Learn about long-term care before the need for medical or personal care is imminent. 

  • Section 3 thumbnail Prepaid Funerals

    Older adults are often advised to pre-plan their funeral, while this may seem like a good idea, paying in advance may not be the best option for everyone.

  • Section 4 thumbnail Funeral Services

    When a loved one dies, grieving family members and friends are often faced with important decisions about the funeral all of which must be made quickly and often under great emotional duress. Here are some tips to help you shop for funeral services.

  • Section 5 thumbnail Scams Targeting Older Adults

    Did you know that older adults account for almost 30% of all fraud victims? Learn about the some of the most common frauds and scams affecting older adults.

  • Section 6 thumbnail Preventing Elder Financial Abuse

    Learn the steps to take to avoid becoming a victim, and how to prevent the financial abuse of those you care for.

  • Section 7 thumbnail Aging & Financial Decline: Early Warning Signs

    Older adults are more likely to struggle with managing money due to cognitive decline, and as a result can be more susceptible to predatory lending and investment products and services. Learn to recognize the early signs of financial decline before it’s too late.