Long-Term Care: A Resource Guide

What is long-term care? Long-term care includes a broad range of health and support services that people need as they age or if they are disabled. These services include personal care and assistance with daily tasks such as eating, dressing, …

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Long-Term Care Insurance

Private long-term care insurance can help protect people with a disability or chronic health condition from the high costs of long-term care. Private long-term care policies cover a wide range of services, such as home care, to help people live …

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Checklists for End-of-Life Planning

One of the most important things you can do for the people who mean the most to you is prepare for when you are gone. Having your financial affairs, materials and end-of-life instructions in order will give you all peace …

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Credit Card Basics Worksheet

More than two-thirds of people who have credit cards do not pay them off each month. This Credit Card Basics Worksheet will help you sort out what you owe and what company you owe it to, so that you can …

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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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Did You Hear about the Saver’s Credit?

Did You Hear About The Saver’s Credit? It’s A Savings Bonus That Helps You Save for Retirement! Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit or Saver’s Credit. Download …

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5 Money Mistakes Women in Couples Should Avoid

Here are some common mistakes that a lot of women make and that you can learn to avoid. 1. Not getting involved in managing the family’s finances. Many women manage the daily finances or make sure the bills are paid …

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