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
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 …
The Working Woman’s Retirement Plan Checklist
What women need to know: Have you earned a retirement benefit(s) at any of your jobs? Do you know how much your benefit(s) will be? Do you know what happens to your benefit if you change jobs? Do you know …
Social Security Administration — Here to Help During Pandemic
The Social Security Administration (SSA) continues to provide help to you and others in your community during the current coronavirus pandemic. While the agency’s offices are not providing service to walk-in visitors due to COVID-19, SSA remains committed to providing …
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 …
During COVID-19 Crisis, Social Security Continues to Work for You
As of March 17, 2020, the Social Security Administration closed all local offices to the public for in-person service due to the COVID-19 pandemic. Even though the local offices are closed, the Social Security Administration is open and continue to work …
“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 …
Reverse Mortgages: Would One Be Right For You
What Is a Reverse Mortgage? A reverse mortgage is a way for homeowners to borrow against the equity or value of their homes. Called a reverse mortgage because instead of you making payments to a lender (as in traditional mortgage) …