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
Medidas Financieras para los Cuidadores: Lo que usted debe saber para de proteger su dinero y su jubilación
Published in 2022
¡Ahora disponible en español! “Medidas financieras para los cuidadores” de WISER. Un cuidador es una persona que presta varios tipos de cuidados a un ser querido que tiene problemas de salud o necesidades especiales. Los cuidadores a menudo asumen este papel con poco aviso o preparación. El ser cuidador puede ser una tarea gratificante, pero también puede tener consecuencias financieras.
Financial Steps for Caregivers: What You Need to Know About Protecting Your Money and Retirement
Publication updated in 2022
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.
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.
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.
Care Agreements for Families and Caregivers
This sort of agreement can help manage caregiving responsibilities.
Caregiving Club podcast: Season 2, Episode 1 with Guest Cindy Hounsell of WISER.
Her Two Cents podcast: Somebody to Lean On: The Cost of Caregiving with Guest Cindy Hounsell of WISER.
WISER Partner Caregiver Publications
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.
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age, is research from the Society of Actuaries aimed at understanding the barriers to and facilitators of advance financial care planning.
Managing Someone Else’s Money, a series of guides for financial caregivers from the Consumer Financial Protection Bureau (CFPB):
- Considering a financial caregiver? Know your options.
- Planning for peace of mind: Social Security Advance Designation.
- Planning for diminished capacity and illness.
Senate Special Committee on Aging released the Fraud Book to arm older adults, their families and caregivers with tools and tips to prevent and respond to scams.
The Rosalynn Carter Institute for Caregivers places the unpaid caregiver at the center of their work (and their name). Their recent reports include: Caregivers in Crisis, and Recalibrating for Caregivers.
New report from the GAO – Retirement Security: Other Countries’ Experiences with Caregiver Policies
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