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. Click here for the Monthly Budget Worksheet

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Caregiving in the U.S. 2020 Report Now Available

The National Alliance for Caregiving (NAC) and AARP have released 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 …

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Social Security 2020 Trustees Report Released

4/22/2020 The Social Security Board of Trustees released its annual report on the long-term financial status of the Social Security Trust Funds. According to Andrew Saul, Commissioner of the Social Security Administration, the projections in this year’s report do not …

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Your Stimulus Check and Your Future Paycheck

Stimulus checks are arriving — now is the time to think about your “Future Paycheck”. WISER’s “Your Future Paycheck” Workbook has information to help you: • Re-set your budget and spending — see “Keeping Track of Your Spending” and the …

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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 scams. The following link will take you to a factsheet about three of the …

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The CARES Act & Your Retirement Plan 

The Coronavirus Aid, Relief, and Economic Security (CARES) Act was signed into law on Friday, March 27, 2020. This $2 trillion emergency relief package is intended to assist individuals and businesses during the ongoing coronavirus pandemic and accompanying economic crisis. …

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Social Security & New IRS Economic Impact Payment Portal

4/15/2020 This week, the Social Security Administration and the US Treasury Department announced the launch of the new IRS Economic Impact online portal. The portal assists eligible individuals who do not normally file a tax return apply for the Economic …

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Think Twice Before Tapping Your 401(k) for Short-Term Needs

By Spencer Williams, Retirement Clearinghouse Published on March 30, 2020 In extraordinary times like these, it is understandable that Americans need emergency cash injections to pay expenses. But before tapping their 401(k)s, workers should at least follow the advice offered …

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