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Financial Literacy

Reaching Your Goals - Finances for Retirement, Social Security, Insurance and Estate Planning

It's important to understand finances in every stage of life. From retirement and Social Security benefits, to healthcare/long-term care insurance and more, senior adults are faced with important financial decisions. 
Financial education resources for Senior Adults
  • My Retirement Paycheck - information and helpful links on topics including savings & investments, home/mortgage, debt, fraud and more
  • AARP - newsletters, videos, tools & resources on a variety of financial topics for older adults


Elder Financial Abuse

Financial exploitation can happen at any age, but is more prevalent in people 65 or older.  At that age it becomes elder financial abuse, which is the illegal or improper use of an older person's funds, property or resources.  Examples are taking money or property; forging an older person's signature; getting an older person to sign a deed, will or power of attorney through deception, coercion or undue influence; and/or using an older person's property or possession's without permission.

Senior financial abuse is estimated to have cost victims at least $2.9 billion last year alone.  As a community bank, we work to look out for our customers' best interest, and we want to share some information that may help you or a family member protect yourself against such fraud.  Please check out the resources below to learn more.

Texas Department of Family and Protective Services - Adult Protective Services
Resources from their "It's Everyone's Business" campaign to prevent elder abuse.

Protecting the Elderly from Financial Abuse
Tips for Seniors, Family and Friends of Seniors, and what to do if you find yourself a victim of financial exploitation provided by the American Bankers Association.

Protect Your Pocketbook - Tips to Avoid Financial Exploitation
Brochure provided by Eldercare Locator, National Center on Elder Abuse and the Ageless Alliance.

Fraud Videos:  Protecting Seniors from Financial Exploitation
Provided by the Texas Attorney General, here are four videos detailing four common scenarios of elder financial abuse.

14 Tips for Stopping Elder Abuse in its Tracks
Blog post in commemoration of World Elder Abuse Awareness Day - June 15