Resources

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:

Helpful Websites

Find resources for older adults on the AARP website, in both English and Spanish.

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.

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.

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.