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For Seniors

Whether you are nearing — or already enjoying — retirement, it pays to stay on top of your finances.  Nearly one-third of all U.S. investors are between 50 and 64 years of age, and approximately 5 million senior citizens succumb to financial abuse each year.

That’s why the SEC is holding its third annual Seniors Summit in September 2008 and why we've assembled the following key resources and links for investors:




Affinity Fraud — avoid investment scams that target particular groups, such as seniors

Ask Questions — the basic questions you should ask about your investments and the people who sell them

Asset Allocation & Rebalancing — what you need to know about managing risk and not keeping "all your eggs in one basket"

Internet Fraud: How to Avoid Internet Investment Scams — how to identify and steer clear of potential frauds

Cold Calling — your legal rights, how to deal with cold calls, and how to stop them

Lump Sum Payouts — questions you should ask yourself before you invest a large payment

"Senior" Specialists & Advisors — what you need to know about professional designations

You've worked hard for your money, now let us help you. For a free "Care Package" of useful publications that can help you make wise investment decisions, click here

If you have questions about a securities related topic, check here first If you still need help, contact us.

Modified: 09/05/2008