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 …

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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, …

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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. …

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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 …

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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 …

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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 …

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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 …

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