Social Security is one of the most important programs for seniors in the United States. It provides a guaranteed source of income for retirees, as well as disability and survivor benefits. The Social Security Administration (SSA) offers a Retirement Estimator tool that can help you estimate your future benefits. The tool is easy to use […]

Charles Schwab Foundation President Carrie Schwab-Pomerantz discusses how to get the most out of Social Security.

At one time or another, many seniors consider adding a child as a co-signer on his or her bank account. Whether that is wise depends on a common understanding of why the senior is adding the child, and the child’s integrity. For example, most bank accounts are owned as joint tenants with rights of survivorship. […]

The American College of Trust and Estate Counsel presented a video discussing the advantages and disadvantages of taking Social Security early.

The Alzheimer’s Foundation of America recently announced its newest educational initiative: The Apartment–a full scale model studio residence designed to showcase ways individuals can make a home “dementia-friendly.” The preview occurs at 1pm ET on April 30, 2021.

On April 26, 2021, the Consumer Financial Protection Bureau’s Office of Financial Protection for Older Americans sent us a link to the following resources: Managing Someone Else’s Money – these guides are for financial caregivers who are managing the money or property of a loved one who is incapacitated Planning for retirement – a tool to help […]

The following resources appeared in a post by the Consumer Financial Protection Bureau sent at 04/26/2021 12:00 PM ED. We are re-posting them for your convenience. Misadventures in Money Managament (MiMM): MiMM is a virtual learning experience that fills a critical gap in financial education topics for all servicemembers. The training uses the style of […]

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