November 18, 2020 – by Jeanne de Cervens, Founder and President of JdeC Strategies, LLC. The gains women have made in the workforce and in financial independence are now at risk due to the disproportionate impact of the pandemic. Nearly …
Caregiving in the United States
The National Alliance for Caregiving (NAC) and AARP present Caregiving in the U.S. 2020 This report is the most recent update to the trended research series, Caregiving in the U.S., conducted roughly every five years. The 2020 update reveals an …
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 …
Thinking Ahead: Informing the Design of Roadmap for Keeping Your Money Safe as You Age
Society of Actuaries October 2020 New report released— Thinking Ahead: Informing the Design of Roadmap for Keeping Your Money Safe as You Age Adults over age 65 are faced with many new challenges since the novel coronavirus became a global …
‘Saver’s Tax What?’ A Key Tool for Retirement Savers – Who Knew?
October 20, 2020 – Since October is National Retirement Security Month, let’s hear it for everyone giving their all on the job, and saving for the day when they can finally retire. They deserve cheers — especially those earning moderate incomes. But …
Guides for “Managing Someone Else’s Money”
The “Managing Someone Else’s Money” guides can help you understand your role as a financial caregiver, also called a fiduciary. Each guide explains your responsibilities as a fiduciary, how to spot financial exploitation, and avoid scams. Each guide also includes …
Saver’s Tax Credit for the 2020 Tax Year
Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit. The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …
GAO Report on Retirement Security – Older Women Facing a Financially Uncertain Future
The United States Government Accountability Office (GAO) released a report to the U.S. Senate Special Committee on Aging titled, Older Women Report Facing a Financially Uncertain Future. Part of the impetus for this report was the testimony of WISER Senior …