The National Alliance for Caregiving (NAC) and AARP present Caregiving in the U.S. 2020 This report is the most recent update to the trended research series, Caregiving in the U.S., conducted roughly every five years. The 2020 update reveals an …
Veterans and Survivor Benefits
The Veterans’ Benefits Administration (VBA) provides an integrated program of veterans’ benefits. These include compensation for service-connected disabilities, pensions for war-time veterans with non-service connected disabilities who meet income criteria, benefits for burial, home loans, survivor pension benefits and life …
Care Agreements for Families and Caregivers
There are an estimated 53 million adult caregivers in the United States and nearly one in five (19%) are providing unpaid care to an adult with health or functional needs. In addition, sixty-one percent of caregivers are women and are …
Thinking Ahead: Informing the Design of Roadmap for Keeping Your Money Safe as You Age
Society of Actuaries October 2020 New report released— Thinking Ahead: Informing the Design of Roadmap for Keeping Your Money Safe as You Age Adults over age 65 are faced with many new challenges since the novel coronavirus became a global …
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 …
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 …