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Financial Tools for Older Adults and Their Families

As you get older, the decisions you make about your money - including protecting your savings and assets - become increasingly important to your financial security whether you are planning for yourself or helping an older family member. The Consumer Financial Protection Bureau (CFPB) is a U.S. government agency that makes sure banks, lenders, and other financial companies treat you fairly.

Find the right guide for you

The guides are tailored to the needs of people in four different fiduciary roles:

Power of attorney

Guides for those who have been named in a power of attorney to make decisions about money and property for someone else. 

Court-appointed guardians

Guides for those who have been appointed by a court to be guardians of property or conservators, giving them the duty and the power to make financial decisions on someone’s behalf. 


Guides for those who have been named as trustees under revocable living trusts.

Government fiduciaries

Guides for those who have been appointed by a government agency to manage another person's income benefits, such as Social Security or Veterans Affairs benefit checks. 

More financial information 


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Consumer Financial Protection Bureau
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