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
WISER Blog Posts
Category: Taxes, Homeownership, and Organizing Your Finances
Saver’s Tax Credit
Millions of working Americans are missing out on a valuable tax credit – The IRS’ Retirement Savings Contribution Credit, or Saver’s Tax Credit. The 18th
Reverse Mortgages: Would One Be Right For You
What Is a Reverse Mortgage? A reverse mortgage is a way for homeowners to borrow against the equity or value of their homes. Called a
Financial Planner Alert
Looking for a Financial Advisor? Do your homework first. The key to choosing a planner is knowing what services they provide and what services you
How to Find a Financial Planner
Many people learn about financial planning by reading. They cull through the financial pages in newspapers or online and read financial magazines and books. But
Disasters and Emergencies: How to Prepare and How to Respond
Preparing for Emergencies Insurance Check your current homeowner’s or renter’s insurance to see what your policy covers. Most homeowner’s insurance does not cover any damages
Financial Documents: What to Keep and What to Toss
Keep these financial documents in a box or file cabinet at home: The last 7 years of your tax returns (state and federal) With each
What You Need to Know About the Earned Income Tax Credit
The Earned Income Tax Credit (EITC) is one of the most beneficial tax policies for low-income families. It is a refundable federal income tax credit
Senior Financial Abuse: Reverse Mortgage Scams
The increasing frequency of reverse mortgages has unfortunately meant that mortgage scams are also on the rise. Preying on fears of financial insecurity, scammers convince
Senior Financial Abuse: Power of Attorney Abuse
Granting power of attorney (POA) to someone is a significant step. Having power of attorney over someone means having the right to make legal decisions