Society of Actuaries Report: Thinking Ahead

A recent release from the Society of Actuaries — Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age, is research aimed at understanding the barriers to and facilitators of advance financial care planning. …

WISER Celebrates America Saves Week

February 26, 2021 – This past week, organizations and individuals across the country celebrated America Saves Week. WISER is proud to be a partner in this effort to help Americans on the road to increased savings. As the celebration wraps …

Emergency Savings Account – A WISE Investment

Life is full unexpected emergencies and expenses. No matter your age or income, everyone needs an emergency savings fund.  According to the Transamerica Center for Retirement Studies, having emergency savings to cover unexpected major financial setbacks could help workers avoid …

Healthcare.gov Special Enrollment Period Now Open

In response to the COVID-19 public health emergency, Healthcare.gov will be available for a Special Enrollment Period (SEP) from February 15 to May 15, 2021. Consumers who are uninsured can take this opportunity to look for coverage and find out …

What Is The BENES Act And Why Is It Important?

December 8, 2020 The Beneficiary Enrollment Notification & Eligibility Simplification Act (BENES Act), a House Appropriations Bill, was passed. It is important, because the changes will impact seniors on Medicare. BENES Act provisions improve Medicare enrollment education outreach to beneficiaries, …

Supplemental Pension Benefits for Veterans and Their Survivors

The US Department of Veterans Affairs helps veterans and their families cope with financial challenges by providing supplemental income through the Veterans Pension benefit. Veterans Pension is a tax-free monetary benefit payable to low-income wartime Veterans. Improved Disability Pension – …

Veterans and Survivor Benefits

The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet income criteria, benefits for burial, home loans, survivor pension benefits and life …

Care Agreements for Families and Caregivers

There are an estimated 53 million adult caregivers in the United States and nearly one in five (19%) are providing unpaid care to an adult with health or functional needs. In addition, sixty-one percent of caregivers are women and are …