Financial Caregiver Publications

This section has publications for caregivers from WISER and our partners on caregiver financial steps, managing money, and widowhood.

WISER Caregiver Publications

Five Questions to Ask Your Mother or Grandmother
Publication updated in 2021

Just in time for the holidays and family gatherings! Make time to have a conversation with the older women in your life. This brief guide with five important questions to ask is a great conversation starter.

Financial Steps for Caregivers: What You Need to Know About Protecting Your Money and Retirement
Publication updated in 2020

In response to the financial challenges facing today’s family caregiver, this guide provides information, tips and resources for helping caregivers keep their own finances on track while caring for someone else. Budget worksheet included.

Going It Alone – A Guide for Widows

Published in 2020

Women are three times more likely to experience the death of a spouse than men. For many women, widowhood means taking on and making important decisions about current and future financial, legal, and personal matters at a particularly difficult time.


WISER’s step-by-step Going it Alone – Guide for Widows will help with navigating the immediate financial challenges and making long-term plans for your future financial security.

WISER Partner Caregiver Publications

8 Financial Steps for Caregivers
Published in 2014

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.

Additional caregiver research from Transamerica Institute.

Managing Someone Else’s Money, a series of guides for financial caregivers from the Consumer Financial Protection Bureau (CFPB)

Caregiving Research

Caregiving in the U.S. 2020, from AARP and National Alliance for Caregiving 

The Circle of Care Guidebook for Caregivers of Children With Rare and/or Serious Illnesses, from National Alliance for Caregiving  and Global Genes