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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Title |
Action |
|---|---|
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Planning for Retirement: Before you claim |
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Planning for diminished capacity and illness |
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Planning for Peace of Mind: Social Security Advance Designation |
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Five things to consider before you collect your Social Security benefits |
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Know your financial adviser |
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Pension payouts |
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Managing Someone Else’s Money |
Understanding reverse mortgages
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Title |
Action |
|---|---|
|
What is a reverse mortgage? |
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Reverse Mortgage Rights & Responsibilities guide |
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Considering a reverse mortgage? |
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Reverse mortgages: A discussion guide |
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Reverse mortgage borrowers guide to natural disasters |
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What should I discuss with my housing counselor if I’m thinking about getting a reverse mortgage? |
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Understanding the costs and risks of using a reverse mortgage to delay collecting Social Security |
Managing debt
|
Title |
Action |
|---|---|
|
Caregivers and nursing home debt |
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When a loved one dies and debt collectors come calling |
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How to manage health care credit cards with deferred interest rates |
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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 |