A recent release from the Society of Actuaries — Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age, is research aimed at understanding the barriers to and facilitators of advance financial care planning. …
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 …
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 …
4 Steps for Caregivers
As you think about your own financial well-being as a caregiver, consider these 4 steps: STEP 1: Think about your own future. As a caregiver, it may be tempting to leave your full-time job or to work part time, however, …
Financial Steps for Caregivers: What You Need to Know About Protecting Your Money and Retirement
This guide looks at the financial challenges facing today’s family caregiver and provides information, tips and resources for helping caregivers keep their own finances on track while caring for someone else. Included in the guide is a budget worksheet that …
Family Caregivers (infographic)
Download the Family Caregivers infographic.
Caregiving in the United States
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 …
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. …
8 Financial Steps for Caregivers
Working with WISER, Transamerica developed 8 Financial Steps for Caregivers. This booklet provides information, tips, and resources to help you protect your money and retirement while you take care of your loved one. Published in 2014 Click here to see additional caregiver …
Caregiving and Retirement Security
Facts about Caregiving In an estimated 5 million households across the country, an adult is providing unpaid care to a family member. Sixty percent of those caregivers are women, according to the 2015 “Caregiving in the U.S.” study by the …
- Page 1 of 2
- 1
- 2