•   Are You Wondering When to Take Social Security? Here's what to consider when making your decision. Deciding when to start taking Social Security is a big step—and one that can affect your income for the rest of your life. The right time to begin collecting benefits is different for everyone, and it depends on [...]

  • On December 4, 2024, an Interagency Statement on Elder Financial Exploitation (EFE) issued by several U.S. financial regulatory agencies was released to highlight the need for protecting financial exploitation of older people. This statement provides guidance to supervised financial institutions on identifying, preventing, and responding to elder financial exploitation. The goal of this statement is [...]