Check Your Investment Adviser or Broker
Before investing, be sure to verify that any investment professional that is offering advice or selling an investment is properly registered.
Contact Your State Securities Regulator
To report investment fraud or get state-specific investor education, reach out to your state securities regulator. You can find yours here:
Find resources for older adults on the AARP website, in both English and Spanish.
Investment Fraud: Spot the Red Flags
What do victims of investment fraud have in common? They believed an investment opportunity was legitimate and did not see the warning signs. The booklet outlines the red flags of fraud and provides action steps you can take to protect yourself.
Working with Financial Professionals
The term ‘financial professional’ generally describes a person who provides some form of financial services and works independently or for a firm. This short guide focuses on three categories of financial professionals who service investors: investment advisers, stockbrokers, and financial planners.
Military Guide to Money and Investing
The military offers unique resources and opportunities for servicemembers, and taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing.
Your New Job: Starting Your Financial Future
When you start a new job, taking the time to understand your options and making informed decisions can have a long-term impact on your financial wellbeing. This booklet covers: completing forms, employer savings plans, health insurance choices, spending and saving income, repaying and managing debt, and investing.
Marriage & Money: Starting Your Financial Life Together
As you start your new life together, getting aligned on how to handle your finances is essential to a strong, positive union. Creating a financial plan as a team is one of the goals that you should put at the top of your to-do list, both for today and for the future.
The Basics of Saving and Investing
“The Basics” is an investor education and protection guide that can be used in college courses, workplace education, after-school programs, seminars for older adults, and more.