2 – Handling Financial Changes

• • Additional Extension links for Handling Financial Changes

    • Money Matters Budgeting Basics
    • Tough Times Creating a Budget Resources
    • Creating a Spending Plan Video  – UW Mindful Money Moment Video on why and how to create your own plan
    • Tips for Tracking Spending  – UW Mindful Money Moment video on the importance and strategies for tracking spending
  • Elder Financial Abuse Resources
    • FDIC’s Money Smart for Older Adults
    • National Center on Elder Abuse
    • National Clearinghouse on Abuse in Later Life
    • Tools from the CFPB on protecting older adults
    • Guides for managing someone else’s money
  • FINRA Securities Helpline for Seniors®: 
    • Call 1-844-574-3577 or access their website HERE
      This free service was launched in 2015 to provide older investors with a place to get assistance from knowledgeable FINRA staff related to concerns they have with their brokerage accounts and investments.
      Seniors may have unique needs that elevate the need for expedited attention with securities brokerage concerns, including lack of outside income, potential health complications and diminished mental capacity.