Five Wishes:  Helping Families Everywhere Since 1998

Caregivers often face unpleasant surprises later in life. Many people retire without considering the challenges that they – and those who help them – may face 20 years later. In the first 20 years of retirement, many retirees lose family members, suffer physical or mental decline, or face other life changes.

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Daily Money Managers: Managing Money Late in Life

By Anna M. Rappaport, Society of Actuaries and WISER Board Member Many seniors manage their money throughout their entire life, but others reach a time when they are no longer able to do so. This requires financial support and caregiving. …

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Providing care at home vs. seeking it outside

By Anna M. Rappaport, Society of Actuaries and WISER Board Member Would you rather age at home or in a specialized aging community? Most individuals say they would rather be at home. This raises some interesting questions: What does it …

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Special Issues for Those Who Are Aging Alone

By Anna M. Rappaport, Society of Actuaries and WISER Board Member When older individuals need help, family support is very important. But some people have no available family members. These individuals aging alone, also known as elder orphans, are aged, …

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WISER’ 2022 Women’s Retirement Symposium

WISER’ Annual Women’s Retirement Symposium Roadmap to Retirement Readiness: Removing Roadblocks & Expanding Literacy September 28, 2022 Washington, DC Thank you speakers, sponsors and attendees! AGENDA SPEAKER BIOS Sponsors & Partners SPEAKER PRESENTATIONS: Opening Keynote: Bill McInturff, Public Opinion Strategies …

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Late Life Issues are Vital to Caregivers

Caregivers often face unpleasant surprises later in life. Many people retire without considering the challenges that they – and those who help them – may face 20 years later. In the first 20 years of retirement, many retirees lose family members, suffer physical or mental decline, or face other life changes.

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Financially Literate Newly Weds, Sound Right?

Here’s some big-picture financial advice to consider for any couple but especially for an about-to-be or newlywed couple. Share what you know (and don’t know) about your personal finances: Yes, open up the books.

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Survivor Benefits: Four Tips Widows Need to Know 

Eligibility rules for survivors benefits have improved: the age requirements are lower, surviving ex-spouses are eligible, including surviving spouses and partners of same-sex relationships. However, a surviving spouse is often unsure how to start claiming their survivor’s benefits.  We have some information to assist you in applying for benefits as a surviving spouse.

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