
Tucoemas Partners With Carefull to Strengthen Their Commitment to Financial Security, Education, and Community Resilience
"Whether it's romance scams, identity theft, or family members concerned about a loved one, Carefull gives us a scalable way to support our members and their caregivers before financial harm occurs."
Share
'The fastest-growing population in California is adults over 65, and with that comes a responsibility to protect the people who helped build our credit union and our community,' said Brice Yocum, CEO of Tucoemas Federal Credit Union. 'Many of these members have been with Tucoemas for decades, and we want them to know how important they are to us. By partnering with Carefull, we're offering an additional layer of protection for our PrimeTimers and their families, giving them peace of mind as financial scams become more frequent and sophisticated.'
Carefull's AI-powered platform monitors everything from suspicious transactions and credit activity to unusual behavioral patterns, detecting threats early and guiding members and their designated trusted contacts with clear, actionable steps to stop problems before they cause harm. In addition to fraud and scam detection, Tucoemas members will have access to Carefull's secure document and password vault, scam analysis for suspicious messages, and a robust library of fraud prevention and financial caregiving resources, all backed by $1M in identity theft insurance.
The partnership builds on Tucoemas' existing PrimeTimers program, a financial wellness and outreach initiative tailored for older adults that offers fraud education, in-person seminars, newsletters, and direct communication. Carefull enhances these efforts by delivering ongoing, real-time protection and bringing family members into the prevention process.
'Financial elder abuse and scams are reaching epidemic levels nationwide, and we see the impacts firsthand here in our branches,' said Yocum. 'Whether it's romance scams, identity theft, or family members concerned about a loved one, Carefull gives us a scalable way to support our members and their caregivers before financial harm occurs.'
For Tucoemas, the Carefull partnership reflects a broader, community-first approach to member service. Through programs like Pathways, Tucoemas has prioritized personalized financial coaching and education—empowering members with the tools they need to build lasting financial security. With more than 50 team members certified as financial counselors, Tucoemas continues to lead by example in addressing the needs of vulnerable populations, making sure they don't just talk the talk—but truly walk the walk when it comes to protecting and empowering their members. Carefull reinforces this approach, delivering alerts with self-resolution pathways, education, and resources to help members and their families stay informed, engaged, and protected.
'Protecting older adults requires more than just reacting to scams—it takes proactive education and community partnership,' said Todd Rovak, Co-Founder of Carefull. 'Tucoemas has shown true leadership in recognizing that financial security for older adults is about more than just transactions, it's about education, community protection, and empowering families. We're proud to partner with such a mission-driven credit union.'
About Tucoemas Federal Credit Union
Tucoemas has been serving Tulare County for over 75 years. With five branches in Tulare County, Tucoemas offers financial products and services to promote financial stability and empower opportunities in the community. Tucoemas offers checking and savings accounts, consumer loans, financial education, refunds foreign ATM fees, fee-free access to over 30,000 ATMs, and more. Additionally, Tucoemas has invested millions back into the community through local organizations, including The Valley Oak SPCA, Salt & Light, and The Source, among others. Tucoemas is proud to exemplify the credit union credo of 'Neighbors Helping Neighbors'.
About Carefull
Carefull is the first financial safety platform designed to protect aging adults and their families, from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at GetCarefull.com.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles


Business Wire
3 days ago
- Business Wire
From Outdated Vaults to Dynamic Tech: Carefull Launches Self-Updating LegacyKit
NEW YORK--(BUSINESS WIRE)--Carefull, the first financial safety platform built specifically for older adults and their families, announces the launch of LegacyKit, a secure digital solution that automatically and seamlessly collects essential financial information and ensures it reaches loved ones when it's needed most—while giving financial advisors a powerful new way to build next-generation relationships and reduce asset attrition. It's not a vault: Carefull's new LegacyKit automatically collects and delivers what families actually need as wealth changes hands. Share When a loved one passes, families often face a stressful scavenger hunt, spending hundreds of hours searching not only for financial accounts, but also critical day-to-day information: passwords, insurance documents, healthcare contacts, digital logins, even the location of a safe deposit box or the name of an estate attorney. Despite the $84.4 trillion in assets expected to transfer between generations by 2045, many families have yet to discuss wealth transfer plans. Meanwhile, advisors are under growing pressure to support both clients and their families through these difficult transitions. Currently, more than 90% of heirs switch advisors after inheriting wealth. By facilitating early conversations and providing tangible support at the time of loss, LegacyKit helps advisors connect across generations and reinforce their broader value proposition. Existing document vault solutions are often time-consuming, or digital versions of analog issues—fragmented, often-outdated, and place a heavy manual burden on the advisor. LegacyKit streamlines and automates the entire process, starting with automatic account syncing and continuing with real-time updates, making it easier to deliver meaningful impact without added complexity. A Simple, Secure Way to Ease Family Burden LegacyKit enables clients to compile everything their family will need in one secure, digital location. Key features include: Automatic account syncing: Once clients connect their accounts, Carefull automatically pulls in and keeps updated key information like insurance policies, bank and investment accounts, and recurring bills. Once clients connect their accounts, Carefull automatically pulls in and keeps updated key information like insurance policies, bank and investment accounts, and recurring bills. Guided checklists: Clients are prompted to add essential documents, passwords, PINs, beneficiary designations, and other 'how-to' details heirs actually need that estate documents overlook. Clients are prompted to add essential documents, passwords, PINs, beneficiary designations, and other 'how-to' details heirs actually need that estate documents overlook. Secure transfer process: Upon a client's passing, Carefull validates critical information then securely delivers the full kit—ensuring sensitive information reaches the right person at the right time. 'The big problem with 'vaults' is that they rely on the user to do all the work upfront and then come back again and again to update them over time. We all know that no one actually does that. In order for an advisor to be a trusted partner to families at one of the most difficult times in their lives, the deliverable itself has to be current. The best part about LegacyKit is it automatically adjusts and updates as your financial life does. It's not just an online manilla folder,' said Max Goldman, Co-Founder of Carefull. A New Way to Support Client Continuity For advisors, LegacyKit offers a proactive, low-lift way to build continuity with the next generation powered by automated updates that reduce manual work and surface key moments to connect. Without exposing sensitive client information, advisors can: See when a client designates a recipient, opening the door for early conversations Initiate the kit hand-off with a single click when the time comes Include a personal note to the recipient as part of the transfer process Built with Security at Its Core LegacyKit follows the same rigorous security standards as the rest of the Carefull platform, including two-factor authentication, military-grade encryption, and zero-visibility architecture—ensuring that even Carefull cannot view a user's stored information. LegacyKit is included as part of every Carefull subscription, making it easy for advisors to deliver lasting value at no additional cost. LegacyKit is currently live for all financial advisor clients and will be available to financial institutions later this quarter. Financial professionals interested in learning more or requesting a demo can visit About Carefull Carefull is the first financial safety platform designed to protect aging adults and their families from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at


Business Wire
15-07-2025
- Business Wire
Tucoemas Partners With Carefull to Strengthen Their Commitment to Financial Security, Education, and Community Resilience
NEW YORK--(BUSINESS WIRE)-- Tucoemas Federal Credit Union has chosen Carefull, the first financial safety platform purpose-built to protect older adults and their families from fraud, scams, and money mistakes, as its new financial safety partner. This partnership extends Tucoemas' long-standing mission of ' Rising Together, Anything is Possible ' by providing older members and their loved ones with proactive financial security tools and protection against today's growing threats of elder exploitation. "Whether it's romance scams, identity theft, or family members concerned about a loved one, Carefull gives us a scalable way to support our members and their caregivers before financial harm occurs." Share 'The fastest-growing population in California is adults over 65, and with that comes a responsibility to protect the people who helped build our credit union and our community,' said Brice Yocum, CEO of Tucoemas Federal Credit Union. 'Many of these members have been with Tucoemas for decades, and we want them to know how important they are to us. By partnering with Carefull, we're offering an additional layer of protection for our PrimeTimers and their families, giving them peace of mind as financial scams become more frequent and sophisticated.' Carefull's AI-powered platform monitors everything from suspicious transactions and credit activity to unusual behavioral patterns, detecting threats early and guiding members and their designated trusted contacts with clear, actionable steps to stop problems before they cause harm. In addition to fraud and scam detection, Tucoemas members will have access to Carefull's secure document and password vault, scam analysis for suspicious messages, and a robust library of fraud prevention and financial caregiving resources, all backed by $1M in identity theft insurance. The partnership builds on Tucoemas' existing PrimeTimers program, a financial wellness and outreach initiative tailored for older adults that offers fraud education, in-person seminars, newsletters, and direct communication. Carefull enhances these efforts by delivering ongoing, real-time protection and bringing family members into the prevention process. 'Financial elder abuse and scams are reaching epidemic levels nationwide, and we see the impacts firsthand here in our branches,' said Yocum. 'Whether it's romance scams, identity theft, or family members concerned about a loved one, Carefull gives us a scalable way to support our members and their caregivers before financial harm occurs.' For Tucoemas, the Carefull partnership reflects a broader, community-first approach to member service. Through programs like Pathways, Tucoemas has prioritized personalized financial coaching and education—empowering members with the tools they need to build lasting financial security. With more than 50 team members certified as financial counselors, Tucoemas continues to lead by example in addressing the needs of vulnerable populations, making sure they don't just talk the talk—but truly walk the walk when it comes to protecting and empowering their members. Carefull reinforces this approach, delivering alerts with self-resolution pathways, education, and resources to help members and their families stay informed, engaged, and protected. 'Protecting older adults requires more than just reacting to scams—it takes proactive education and community partnership,' said Todd Rovak, Co-Founder of Carefull. 'Tucoemas has shown true leadership in recognizing that financial security for older adults is about more than just transactions, it's about education, community protection, and empowering families. We're proud to partner with such a mission-driven credit union.' About Tucoemas Federal Credit Union Tucoemas has been serving Tulare County for over 75 years. With five branches in Tulare County, Tucoemas offers financial products and services to promote financial stability and empower opportunities in the community. Tucoemas offers checking and savings accounts, consumer loans, financial education, refunds foreign ATM fees, fee-free access to over 30,000 ATMs, and more. Additionally, Tucoemas has invested millions back into the community through local organizations, including The Valley Oak SPCA, Salt & Light, and The Source, among others. Tucoemas is proud to exemplify the credit union credo of 'Neighbors Helping Neighbors'. About Carefull Carefull is the first financial safety platform designed to protect aging adults and their families, from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at

Associated Press
15-07-2025
- Associated Press
Tucoemas Partners With Carefull to Strengthen Their Commitment to Financial Security, Education, and Community Resilience
NEW YORK--(BUSINESS WIRE)--Jul 15, 2025-- Tucoemas Federal Credit Union has chosen Carefull, the first financial safety platform purpose-built to protect older adults and their families from fraud, scams, and money mistakes, as its new financial safety partner. This partnership extends Tucoemas' long-standing mission of ' Rising Together, Anything is Possible ' by providing older members and their loved ones with proactive financial security tools and protection against today's growing threats of elder exploitation. This press release features multimedia. View the full release here: Tucoemas Federal Credit Union has chosen Carefull, the first financial safety platform purpose-built to protect older adults and their families from fraud, scams, and money mistakes, as its new financial safety partner. 'The fastest-growing population in California is adults over 65, and with that comes a responsibility to protect the people who helped build our credit union and our community,' said Brice Yocum, CEO of Tucoemas Federal Credit Union. 'Many of these members have been with Tucoemas for decades, and we want them to know how important they are to us. By partnering with Carefull, we're offering an additional layer of protection for our PrimeTimers and their families, giving them peace of mind as financial scams become more frequent and sophisticated.' Carefull's AI-powered platform monitors everything from suspicious transactions and credit activity to unusual behavioral patterns, detecting threats early and guiding members and their designated trusted contacts with clear, actionable steps to stop problems before they cause harm. In addition to fraud and scam detection, Tucoemas members will have access to Carefull's secure document and password vault, scam analysis for suspicious messages, and a robust library of fraud prevention and financial caregiving resources, all backed by $1M in identity theft insurance. The partnership builds on Tucoemas' existing PrimeTimers program, a financial wellness and outreach initiative tailored for older adults that offers fraud education, in-person seminars, newsletters, and direct communication. Carefull enhances these efforts by delivering ongoing, real-time protection and bringing family members into the prevention process. 'Financial elder abuse and scams are reaching epidemic levels nationwide, and we see the impacts firsthand here in our branches,' said Yocum. 'Whether it's romance scams, identity theft, or family members concerned about a loved one, Carefull gives us a scalable way to support our members and their caregivers before financial harm occurs.' For Tucoemas, the Carefull partnership reflects a broader, community-first approach to member service. Through programs like Pathways, Tucoemas has prioritized personalized financial coaching and education—empowering members with the tools they need to build lasting financial security. With more than 50 team members certified as financial counselors, Tucoemas continues to lead by example in addressing the needs of vulnerable populations, making sure they don't just talk the talk—but truly walk the walk when it comes to protecting and empowering their members. Carefull reinforces this approach, delivering alerts with self-resolution pathways, education, and resources to help members and their families stay informed, engaged, and protected. 'Protecting older adults requires more than just reacting to scams—it takes proactive education and community partnership,' said Todd Rovak, Co-Founder of Carefull. 'Tucoemas has shown true leadership in recognizing that financial security for older adults is about more than just transactions, it's about education, community protection, and empowering families. We're proud to partner with such a mission-driven credit union.' About Tucoemas Federal Credit Union Tucoemas has been serving Tulare County for over 75 years. With five branches in Tulare County, Tucoemas offers financial products and services to promote financial stability and empower opportunities in the community. Tucoemas offers checking and savings accounts, consumer loans, financial education, refunds foreign ATM fees, fee-free access to over 30,000 ATMs, and more. Additionally, Tucoemas has invested millions back into the community through local organizations, including The Valley Oak SPCA, Salt & Light, and The Source, among others. Tucoemas is proud to exemplify the credit union credo of 'Neighbors Helping Neighbors'. About Carefull Carefull is the first financial safety platform designed to protect aging adults and their families, from elder fraud, scams, and money mistakes. Built to support the unique needs of older adults, Carefull's proprietary AI provides 24/7 account monitoring, a suite of identity and home protections, along with expert resources to help families, advisors, and financial institutions safeguard families' financial well-being. Banks, credit unions, and wealth advisors use Carefull to deepen relationships across generations, provide proactive protection, and enhance trust with clients navigating both aging and financial caregiving for older adults. Recognized for its innovation in financial safety, Carefull partners with leading institutions to put financial care into financial services. Learn more at View source version on CONTACT: Media Contacts: Carefull Becky Ross [email protected] Federal Credit Union Rylee Yocum [email protected] KEYWORD: NEW YORK UNITED STATES NORTH AMERICA INDUSTRY KEYWORD: BANKING TECHNOLOGY PROFESSIONAL SERVICES SENIORS SECURITY APPS/APPLICATIONS SOFTWARE ARTIFICIAL INTELLIGENCE FINTECH CONSUMER FINANCE SOURCE: Carefull Copyright Business Wire 2025. PUB: 07/15/2025 09:05 AM/DISC: 07/15/2025 09:05 AM