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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Medicare Basics

What is Medicare Medicare is a federal government program that provides health insurance to people age 65 and over.  To be eligible, you must be a U.S. Citizens or permanent legal resident with at least five years of continuous residence. …

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Social Security and Medicare Benefit Milestones (infographic)

Social Security and Medicare are important pieces of the retirement planning puzzle for more Americans. But understanding how these systems work can be confusing. Check out WISER’s Social Security and Medicare Benefit Milestones to learn about key milestones for claiming …

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Forgot to Plan? Make Aging in Place Your Plan

The Key to Living Longer and Independently When planning for retirement, most people focus on how much money they need to save, but forget that in the later years we often have to depend on others. For many older women, …

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Senior Financial Abuse: Healthcare Scams

Since every U.S. citizen or permanent resident is eligible for Medicare at age 65, seniors are a prime target for Medicare fraud. These scams trick seniors into providing their Medicare or Social Security number. Other healthcare scams include health insurance …

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Prevent Medicare Fraud: 10 Do’s and Don’ts

From the U.S. Department of Health and Human Services 1. Don’t let anyone borrow or pay to use your Medicare ID card. 2. Don’t respond to telemarketers who say they are from Medicare or Social Security and ask for payment over the …

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Long-Term Care: A Resource Guide

What is long-term care? Long-term care includes a broad range of health and support services that people need as they age or if they are disabled. These services include personal care and assistance with daily tasks such as eating, dressing, …

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