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Noteworthy—

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

New White Paper: Women’s Financial Challenges Just Got Greater Because of the COVID-19 Pandemic by Melissa Kivett, Managing Director, Head of Enterprise Relationship Management, Prudential

WISER’s Guide Divorce and Retirement: How to Take Control of Retirement Assets provides key information about QDROs and divorce.

WISER’s Divorce resources also include important guides such as:

GAO Report – Retirement Security — DOL Could Better Inform Divorcing Parties About Dividing Savings

One-third of adults aged 50 or older have experienced divorce, yet few obtain a Qualified Domestic Relations Order (QDRO) which can lead to losing a claim to a former spouse’s benefits.

U.S. Dept. of the Treasury’s Financial Literacy and Education Commission released the National Strategy 2020.

Planning Resources:

Online Cashout Calculator helps you figure the costs of cashing out retirement savings.

The RISE Score™ is a calculator that gives a retirement credit score.

Wondering where to begin? Check out “Getting Started”

Featured Resources

Top 5 Retirement Challenges for Women

WISER’s goal is to help women make the best financial decisions they can by providing the information and resources needed to take action and create a secure financial future.