Safe Investing For Seniors

The Securities and Exchange Commission provides a webpage with a lot of information to help Seniors invest their money wisely.  This web page has links to information about what questions to ask when considering investments and how to avoid internet scams and affinity fraud. There is also information about investment products such as variable annuities, equity-linked CDs, promissory notes, callable CDs, ultra-short bond funds, and viatical settlements. In addition, they have published a pamphlet called "A Guide For Seniors: Protect Yourself Against Investment Fraud". You can access this pamphlet online here or pick up a print copy at your local Pasco County Library branch.

Want information about a particular investment opportunity?
You can investigate the investment and the investment firm with these resources:

• You can find out whether the investment is registered by using the EDGAR database.
• You can find information about an investment firm or a broker by using the FINRA BrokerCheck.
• You can investigate investment adviser firms on the SEC website here.

For information about "free lunch investment seminars", click here for a previous blog post.