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 …

Monthly Budget Worksheet

Taking the time to understand where your money goes can make a big difference in your financial situation. This monthly budget worksheet can help you get on top of your finances.  If you are a caregiver, it also includes a …

“Make Your Mark” for Older Americans Month 2020!

May 2020 – Around the nation, older adults make their marks every day as volunteers, employees, employers, parents, grandparents, mentors, and advocates. They offer their time, talents, and experience to the benefit of our communities. For 57 years, Older Americans …