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 …

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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 …

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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) …

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COVID-19: Top Three Scams

Be aware! The COVID-19 crisis has provided an opportunity for scammers to prey on the public. Know how to protect yourself and loved ones from these top three scams. Download the PDF

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COVID-19 Resources

WISER’s COVID-19 Financial Resources – Infographic Renter Resources   Homeowner Resources   Social Security Continues to Work For You   The CARES Act and Your Retirement Plan   COVID-19 Top Three Scams   COVID-19 Updates & Scam Alerts from SS …

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Social Security COVID-19 Updates, Scam Alert

In response to COVID-19 concerns, the Social Security Administration (SSA) has made significant changes to its operations and policies. Also be aware of recent scams. SSA is not taking any new, manual actions to reduce, suspend, or delay any benefits …

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Be WISER! About Social Security Phone Scams

Social Security phone scams are the #1 type of fraud reported to the Federal Trade Commission and Social Security. Recently, these scams have skyrocketed. Scammers prey on emotion – generally fear – to get people to act. Older people are …

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Medicare Basics

What is Medicare Medicare is a federal government program that provides health insurance to people age 65 and over.  To be eligible, you must be a U.S. Citizens or permanent legal resident with at least five years of continuous residence. …

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Ten Facts About Women & Caregiving

Women provide the majority of informal care for their family and friends(i). Largely because of caregiving responsibilities, women are more likely than men to work part-time, spend more years out of the labor force, and in general have shorter careers. …

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