The Scenario
Do you know how many different accounts are open in your name?
Sam Savings Sam

Savings Sam
"Absolutely. I keep very detailed records on everything that includes my personal information."
Bonnie Balanced Bonnie

Balanced Bonnie
"Sometimes my husband may open a store charge in our names without telling me first, but I generally know about everything I am personally linked to."
Ian Impulsive Ian

Impulsive Ian
"I have an idea. I will check with my son."

 

Part I

Risk

Take a moment to assess your financial situation and ask yourself the following questions:

If you answered NO to any of these questions, you could currently be at a financial risk.

Some older adults have their adult children managing their finances, however, it is still wise to keep yourself informed of the status of all accounts bearing your name.

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