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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.

This volunteer is available to provide general advice about:

  • investments

  • income taxes

  • budgeting

  • day to day finances

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    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.

    To request financial help, contact us

    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

    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

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

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