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Investor Education

Senior Investors

Retirement and growing older can pose unique challenges for Wisconsin seniors and their loved ones. This includes being at a higher risk for investment fraud. To help seniors grow and protect their nest eggs, we’ve compiled several investment tips and resources for senior investors that can assist them with keeping finances on track, provide ways to start conversations about their finances, and alert them to fraud commonly targeting senior investors.

Other organizations helping seniors:

Serve Our Seniors is an initiative of the North American Securities Administrators Association (NASAA) that provides a wealth of resources for senior investors and caregivers: http://serveourseniors.org/

AARP is a nonprofit, nonpartisan organization that empowers people to choose how they live as they age: https://www.aarp.org/

The Better Business Bureau builds marketplace trust through education programs that empower consumers and help businesses be better: https://www.bbb.org/

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Do you suspect financial exploitation of a senior?

Report suspected abuse or neglect of adults age 60 or older by calling the Wisconsin Elder Abuse Helpline at (833) 586-0107, or by contacting the elder abuse agency in your county: https://www.dhs.wisconsin.gov/aps/ear-agencies.htm