Gift Card Payment Scams

A popular and convenient gift for any occasion is a gift card.  Unfortunately, gift cards are also popular and convenient among scammers.  So what is a gift card scam?  Typically, a scammer tells you that you owe money for an …

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Three Retirement Planning Tips For Women

March 19, 2021 By Cindy Hounsell, President, Women’s Institute for a Secure Retirement (originally posted on Social Security Matters’ blog) One day in 1939, Ida May Fuller stopped by the local Social Security office in her hometown of Rutland, Vermont, …

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Emergency Savings Account – A WISE Investment

Life is full unexpected emergencies and expenses. No matter your age or income, everyone needs an emergency savings fund.  According to the Transamerica Center for Retirement Studies, having emergency savings to cover unexpected major financial setbacks could help workers avoid …

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What Is The BENES Act And Why Is It Important?

December 8, 2020 The Beneficiary Enrollment Notification & Eligibility Simplification Act (BENES Act), a House Appropriations Bill, was passed. It is important, because the changes will impact seniors on Medicare. BENES Act provisions improve Medicare enrollment education outreach to beneficiaries, …

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Legal Agreements for Families and Caregivers

There are an estimated 53 million adult caregivers in the United States and nearly one in five (19%) are providing unpaid care to an adult with health or functional needs. In addition, sixty-one percent of caregivers are women and are …

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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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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 Credit.  The 18th Annual Transamerica Retirement Survey found that an alarming 72 percent of women are unaware of the …

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