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 …
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.
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 …
The Effects of Caregiving
Women remain the primary caregivers in our society, and they are spending a significant part of their adult lives providing it. Whenever a sick child, an ailing spouse or a parent requires care, it is most often the mother or …
Retirement Planning for Stay-At-Home Moms
Stay-at-home moms take on many roles such as, caregiver, cook, chauffer, nutritionist, event planner, etc. But one role stay-at-home moms are not filling is “retirement planner.” According to a 2015 Transamerica Center for Retirement study, only 44% of stay-at-home moms …