Financial Advocate

A GCCOA volunteer is available on a limited basis to help with miscellaneous financial matters that might be keeping you up at night.

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This volunteer is available to provide general advice about:

investments

income taxes

budgeting

day to day finances

 

If you are in need of budgeting assistance, help with a consumer challenge related to a purchase/lease/product/etc, general computer instruction, guidance, reviewing a long-term care policy, understanding a product warranty, freezing or unfreezing credit, and so on … please ask us if the volunteer may be of help. In-person meetings are in the Xenia office, Wednesdays only. Appointments required.

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To request financial help, contact us

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Some Helpful Information

Do you have CDs purchased during the pandemic? The interest rate was very low. It may be worthwhile to turn in that CD for one with a higher rate. Read more

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An Identity Protection PIN (IP PIN) is a six-digit number that prevents someone else from filing a tax return using your Social Security number. Read more

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A guide of which financial documents to keep and for how long. 

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