Finances in later life involve making decisions that include navigating retirement, understanding pensions and investments, and determining health care needs including the transition to Medicare and purchasing additional safety nets such as long-term care insurance.

Programs

Finances of Caregiving

This curriculum expands participant understanding of possible solutions for providing care for a loved one with particular strategies to protect the financial well-being of both caregivers and care recipients.

How to get an “A” in Retirement

This online course presents research and best practices from both financial planning and positive psychology in an effort to increase well-being in preparation for and during retirement.

Who Gets Grandma’s Yellow Pie Plate

This curriculum addresses six key protective decision-making factors to optimize inheritance planning and family relationships across generations.

Additional Resources

• Administration on Community Living: Long-Term Care Financing Basics, Planning Options, Costs, and Decision Tools
• Consumer Financial Protection Bureau: Managing Someone Else’s Money
• Consumer Financial Protection Bureau: Your Money, Your Goals
• FDIC: Money Smart for Adults
• National Association of Insurance Commissioners: A Shopper’s Guide to Long-Term Care Insurance
• National Endowment for Financial Education: Smart About Money