Across the Life Span

Articles:

Life Cycle of Financial Planning - (.pdf file)
 

Links:

Helping Seniors Remain Fiscally Fit - The Federal Deposit Insurance Corp. (FDIC) Consumer News guide for senior citizens and their families features practical tips about Social Security benefits and retirement savings, problems that can occur when borrowing money in retirement, and what to consider before investing in annuities. The guide includes information about protection against financial frauds that target the elderly, including identity theft, advance-payment scams, and fraudulent deals involving home sales or mortgage.

AARP - Money and Work section provides news, tips, and discussions about financial planning, consumer decisions, spending decisions, and working options.

Administration on Aging - Retirement and financial planning section informs the public about how they can better prepare for a more financially secure retirement.

Consumer Web Links - Links to the following national organizations: AARP, Administration on Aging, American Savings Education Council, National Association of Investors Corporation, Consumer Action, Consumer Federation of America, Consumer Information Catalog, Federal Trade Commission, Firstgov, National Academy of Social Insurance, National Center on Women & Aging, National Foundation for Credit Counseling, National Funeral Directors Association, Securities & Exchange Commission, Social Security Administration, Women's Institute for a Secure Retirement

Financial Security in Later Life - Financial security is the ability to meet future needs while keeping pace with day-to-day obligations. Preparing for retirement and potential long-term care costs takes planning, saving, and debt control. This Cooperative Extension Initiative seeks to help people improve personal finance behaviors leading to financial security in later life, enhance the capacity of local educators and their partners to deliver effective programs, and increase economic vitality and quality of life for families and communities.

Passing It On – An Estate Planning Resource Guide for Wyoming’s Farmers and Ranchers. This free resource provides information of use to all people considering the future of their estate, not just those in agriculture. Drawing on insights from mediators and other experts, it tells you how to initiate a family conversation on the legacy you and others will leave. Included also are worksheets and resources to use in getting the process started, gathering the information needed, and understanding the common tools used to implement an estate plan.

They CAN'T Hang Up - For more than 100 years the National Consumers league has been devoted to research, advocacy, and education on many consumer issues. One of these issues, particularly prevalent today, is fraud perpetrated on the elderly. According to the National Consumer League's National Fraud Information Center, nearly a third of all telemarketing fraud victims are age 60 or older. Studies by AARP show that most older telemarketing fraud victims don't realize that the voice on the phone could belong to someone who is trying to steal their money. To order or learn more about the publication They Can't Hang Up, and others, go to the National Consumer League's Web site at: http://www.nclnet.org/publications/#fraud. Also available is a brochure entitled, Don't Get Hooked by Phishers. "Phishing" is a scheme where ID thieves trick people into providing their social security numbers, financial account numbers, PIN numbers, or other personal information by pretending to be someone they're not.

Women's Institute for a Secure Retirement - Retirement planning education for women.

 

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