Retire On Your Terms

Investor Bulletin and Consumer Advisory: Planning for Diminished Capacity and Illness

The SEC’s Office of Investor Education and Advocacy and the CFPB’s Office for Older Americans are issuing this bulletin to help investors and consumers understand the potential impact of diminished capacity on their ability to make financial decisions and to encourage investors and consumers to plan for possible diminished financial capacity well before it happens.

Click to Visit Bulletin on SEC Website