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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.

Managing debt



Four things older adults need to know about debt collection

Seven ways to keep medical debt in check

How to manage health care credit cards with deferred interest rates

Explanation of Social Security and VA benefit protections from automatic garnishment

What to do if you are wrongfully billed for Medicare costs

Planning for later-life financial security



Planning for Retirement: Before you claim 

Three tips to keep your retirement plan on track

Five things to consider before you collect your Social Security benefits

Know your financial adviser

Planning for diminished capacity and illness

Pension payouts

Managing Someone Else’s Money

Understanding reverse mortgages



What is a reverse mortgage?

Considering a reverse mortgage?

Reverse mortgages: A discussion guide

Reverse mortgage borrowers guide to natural disasters

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

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

Three steps you should take if you have a reverse mortgage

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

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