Finances 50+

Free Program Provides Tax Prep Help to All

In 2016, a federal regulation was promulgated which required that any professional making a recommendation or solicitation regarding investments act in the best interests of their clients and put their clients' interests above their own. This policy protected consumers from receiving advice from financial experts that would benefit the advisor based on fees and commissions collected. After receiving pushback from the financial industry, the jurisdictional agencies began reexamining the policy.

Find out more about this issue at AARP’s second in a series of free webinars.

Find out what you can already be doing to prepare at our free, two-part webinar.

Check out other great tips here!

Then we have a treat for you!

The number one worry among older Americans is running out of money over the course of their lifetime. In this month’s issue, AARP Bulletin reveals that the key to preventing this is knowing one essential number: how much money you will be able to afford to spend each month and from there, adjusting your expenses accordingly. AARP’s financial expert Jane Bryant Quinn provides an easy-to-use process for finding a sustainable income for life—regardless of your current income level, marital and housing status, or the size of your savings.

This Q&A Webinar Offers Tips Anyone Can Use