Seniors face a range of financial issues, such as planning for retirement, paying for health care, estate planning, and avoiding fraud and scams. The links and publications below focus on some of these topics.

Investing and Avoiding Scams

• From Boomers to Zoomers: Building A Secure Path to Retirement—Department of Financial Institutions (DFI), Investor Protection Trust (IPT) and PBS Books
  
• Senior Scam Jams—Department of Financial Institutions (DFI)
• Money Smarts for Older Adults Resource Guide (Sept. 2018)—Consumer Financial Protection Bureau (CFPB) & Federal Deposit Insurance Corporation (FDIC)
• Investor.gov Seniors—Securities and Exchange Commission (SEC)
• Senior Investors: Investor Education—Financial Industry Regulatory Authority (FINRA)
  
• Senior Investor Resource Center—North American Securities Administrators Association (NASAA)
• Resources for Retired Investors—North American Securities Administrators Association (NASAA)
• Protect Yourself—Investor Protection Trust

Legal Issues

• Considering a Financial Caregiver? Know Your Options (March 2021)—Consumer Financial Protection Bureau (CFPB)
• Guide to Basic Kentucky Probate Procedures (August 2020)—Kentucky Administrative Office of the Courts
• Planning for Diminished Capacity and Illness (June 2015) —CFPB and SEC
  

Retirement

• Planning for Retirement—Consumer Financial Protection Bureau
• Mid-America Pension Rights Project

Resources for Caregivers and Professionals

• Working With Older Adults—Consumer Financial Protection Bureau
• Managing Someone Else's Money—Consumer Financial Protection Bureau
• Senior Investors—Financial Industry Regulatory Authority (FINRA)