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
WISER Blog Posts
‘Saver’s Tax What?’ A Key Tool for Retirement Savers – Who Knew?
October 20, 2020 – Since October is National Retirement Security Month, let’s hear it for everyone giving their all on the job, and saving for the
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
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
GAO Report on Retirement Security – Older Women Facing a Financially Uncertain Future
The United States Government Accountability Office (GAO) released a report to the U.S. Senate Special Committee on Aging titled, Older Women Report Facing a Financially
The Working Woman’s Retirement Plan Checklist
What women need to know: Have you earned a retirement benefit(s) at any of your jobs? Do you know how much your benefit(s) will be?
Monthly Budget Worksheet
Taking the time to understand where your money goes can make a big difference in your financial situation. This monthly budget worksheet can help you
“Make Your Mark” for Older Americans Month 2020!
May 2020 – Around the nation, older adults make their marks every day as volunteers, employees, employers, parents, grandparents, mentors, and advocates. They offer their
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
COVID-19 Homeowner Resources
If you are concerned about paying your mortgage during the coronavirus national emergency, see the Consumer Finance Protection Bureau’s web page devoted to information about