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Tools for financial security in later life

Use these resources to help older adults and their caregivers navigate some of the important decisions that can affect later-life financial security.

Planning for later-life financial security

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Planning for Retirement: Before you claim 

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en español

Planning for diminished capacity and illness

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Planning for Peace of Mind: Social Security Advance Designation

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Three tips to keep your retirement plan on track

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Five things to consider before you collect your Social Security benefits

Download Issue Brief

Know your financial adviser

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en español  

Pension payouts

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en español  

Managing Someone Else’s Money

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Understanding reverse mortgages

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What is a reverse mortgage?

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Reverse Mortgage Rights & Responsibilities guide

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Considering a reverse mortgage?

Download the guide

en español

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Reverse mortgages: A discussion guide

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en español

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Reverse mortgage borrowers guide to natural disasters

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en español

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Don’t be misled by reverse mortgage advertising—facts to consider

Download the consumer advisory

What should I discuss with my housing counselor if I’m thinking about getting a reverse mortgage?

Read the explanation

en español

Three steps you should take if you have a reverse mortgage

Read the blog

Understanding the costs and risks of using a reverse mortgage to delay collecting Social Security

Download the issue brief

Managing debt

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Action

Four things older adults need to know about debt collection

Read the blog

Seven ways to keep medical debt in check

Read the blog

How to manage health care credit cards with deferred interest rates

Read the blog

Explanation of Social Security and VA benefit protections from automatic garnishment

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What to do if you are wrongfully billed for Medicare costs

Download the consumer advisory

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