Money Mule Scams

Money Mules are typically the unwitting victims of fraudsters who are tricked into receiving and forwarding money as part of a money laundering scam or other fraud. Do not let yourself become a money mule. Here’s what you need to …

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Leaving a Job or Working Part-Time

View this factsheet as a pdf. It is important to understand and plan for the financial and retirement costs of changes to your employment. If you are thinking about leaving your job or reducing your hours to part-time, find out …

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I-Bonds Paying Interest Rate of 9.62%

Savings Bonds are often considered a safe and trustworthy investment because the U.S. government backs them. There are different types of savings bonds, the most recent and one of the most popular types being the I Bond.  A key feature …

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Gift Card Payment Scams

A popular and convenient gift for any occasion is a gift card.  Unfortunately, gift cards are also popular and convenient among scammers.  So what is a gift card scam?  Typically, a scammer tells you that you owe money for an …

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Emergency Savings Account – A WISE Investment

Life is full unexpected emergencies and expenses. No matter your age or income, everyone needs an emergency savings fund.  According to the Transamerica Center for Retirement Studies, having emergency savings to cover unexpected major financial setbacks could help workers avoid …

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Guides for “Managing Someone Else’s Money”

The “Managing Someone Else’s Money” guides can help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities as a fiduciary, how to spot financial exploitation, and avoid scams. Each guide also includes …

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Saver’s Tax Credit

Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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Reverse Mortgages: Would One Be Right For You

What Is a Reverse Mortgage? A reverse mortgage is a way for homeowners to borrow against the equity or value of their homes. Called a reverse mortgage because instead of you making payments to a lender (as in traditional mortgage) …

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COVID-19: Top Three Scams

Be aware! The COVID-19 crisis has provided an opportunity for scammers to prey on the public. Know how to protect yourself and loved ones from these top three scams. Download the PDF

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