Sandwich Generation: Additional Resources

State and Provincial Securities Regulators
To contact your state or provincial securities regulator, click here.

AARP
Nonprofit, nonpartisan membership organization for people 50 and over – Provides a host of information and services that are important to members in this age group.
www.aarp.org / 1-888-687-2277

CARP 
With close to 400,000 members, CARP is Canada’s largest organization for the 50+
www.carp.ca / 1-416-363-8748

Canada Revenue Agency (CRA)
Provides answers and assistance to tax related questions.
www.cra-arc.gc.ca / 1-800-267-6999

U.S. Federal Bureau of Investigation (FBI)
Investigates securities fraud, mortgage fraud, identity theft, and internet fraud cases
www.fbi.gov / 202-324-3000

Financial Consumer Agency of Canada (FCAC)
Provides consumers with accurate and objective information about financial products and services, and informs Canadians of their rights and responsibilities when dealing with financial institutions.
www.fcac-acfc.gc.ca / 1-866-461-3222 (English) 1-866-461- 2232 (French)

Financial Industry Regulatory Authority (FINRA)
Largest non-governmental regulator (formerly NASD & NYSE): provides information about the latest securities scams, back-ground history about investment firms and brokers and supplies forms for complaints.
www.finra.org / 1-301- 590-6500

U.S. Federal Trade Commission (FTC) 
Provides consumer protection against abusive lending, identity theft, businesses, and telemarketing.
www.ftc.gov / 1-877-382-4357 (Consumer Response Center)

Internal Revenue Service (IRS)
Provides answers and assistance to American tax related questions.
www.irs.gov / 1-800-829-1040

Royal Canadian Mounted Police (R.C.M.P.)
Federal policing agent. Has a commercial crime unit, provides information on scams and fraud.
www.rcmp-grc.gc.ca / 1-613-993-7267

U.S. Securities and Exchange Commission (SEC)
Licenses & Regulates:National securities exchanges, investment companies, and investment advisors
www.sec.gov / 1-800-732-0330 (Office of Investor Education and Advocacy)

Social Security Administration
Provides information on how to calculate retirement benefits estimates, when benefits will be paid, and how much taxes have to be paid on benefits.
www.ssa.gov / 1-800-772-1213

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Adults & Families, Investor Education, Retirement Planning, Seniors