Senior Investors Additional Resources

Serve Our Seniors - North American Securities Administrators Association (NASAA)

NASAA’s Serve Our Seniors website has a wealth of resources for senior investors and caregivers.

NASAA's website offers resources specifically for senior investors to help protect against investment fraud.

Securities Helpline for Seniors: 844-57-HELPS (844-574-3577) - Financial Industry Regulatory Authority (FINRA)

FINRA has a toll-free number that senior investors can call for assistance or to raise concerns about issues with brokerage accounts and investments.

Scam Tracking Map - American Association of Retired Persons (AARP)

AARP’s Scam Tracking Map uses user-submitted reports and can help show general trends in reported scam activity.

Retirement Confidence Survey - Employee Benefit Research Institute (EBRI)

Survey results are broken down by age group, showing expected retirement, working in retirement, and meeting expenses in retirement.

Retirement Planning - U.S. Financial Literacy and Education Commission

Tips and resources on a variety of retirement planning considerations.

Information for retirement plan participants and their beneficiaries on their plan rights under federal law.

Tips on preparing for retirement.

Retirement Calculators

Phone: (608) 266-2139

Email: DFISecurities@dfi.wisconsin.gov