Take Action Now:
- Review and maximize government benefits
- Strengthen financial and insurance planning
- Get support for caregiving and financial management
Resources for Older Pennsylvanians:
- National Council on Aging: The National Council on Aging provides numerous resources to help seniors navigate financial programs and support systems available.
- Tools for Financial Security in Later Life: These tools help seniors navigate and guide themselves through challenging financial decisions.
- Introduction to Social Security : This course offers questions and answers to introduce Social Security information.
- Social Security Administration (SSA): SSA’s website provides valuable information about SSA and provides tools to see benefit estimates, eligibility and more.
- Social Security Education Center: The Social Security Education Center is dedicated to educating those approaching Social Security age about their options so that they can strategize and maximize their Social Security benefits.
- Life Insurance 101: Life Insurance 101 is a course provided by Life Happens that provides a brief overview of what life insurance is and other relevant information pertaining to life insurance.
- Understanding Insurance: Price Waterhouse Coopers provides an extensive slideshow detailing what insurance is, how it works, different policies and other relevant information.
- Financial Caregiving: The American Bankers Association Foundation has a variety of resources to guide you on the caregiving journey, whether you’re a senior who needs a caregiver or a potential caregiver looking for ways to help.
- How to Manage Finances as an Unpaid Adult Caregiver: The National Council on Aging provides information on available programs and resources available to those who are unpaid, adult caregivers.
- Transferring of Assets: The SEC provides information on how to transfer assets on death registration and transfer of ownership.
- Medicare: Medicare provides an overview of health plan options and tools to find providers and services.
Scam Prevention:
- Money Smart for Older Adults: This FDIC guide includes a large collection of resources on scam prevention.
- Common Scams: Common, and often related, scams reported to the SEC’s Office of Investor Education and Assistance.
- Reporting Fraud: Federal Trade Commission’s landing page for reporting fraud.
Pennsylvania Resources for Older Pennsylvanians:
- PA 529: Pennsylvania’s 529 College and Career Savings Program gives families a simple, flexible, and tax advantaged way to save for the rising costs of higher education, trade schools, apprenticeships, credential programs and K 12 learning—helping them plan for whatever educational path their children choose.
- PA ABLE: PA ABLE Saving Program accounts provide Pennsylvanians with disabilities and their families the opportunity to save money tax-free without losing access to important benefits.
- Property Tax/Rent Rebate Program (PTRR): The PTRR program provides rebates to Pennsylvanians 65 and older, widows and widowers 50 and older who qualify based on annual income limitations.
- PA Banking and Securities: A variety of free programs and tools to help people invest wisely and avoid fraud.
- Pharmaceutical Assistance Contract for the Elderly Program (PACE): These programs provide discounts for prescription medications for participants of Medicare Part D and other plans.
- Pennsylvania Department of Aging: This state agency provides a variety of resources specifically for older Pennsylvanians, including caregiver support, employment resources and housing help and more.
- Pennsylvania Department of Humans Services (DHS): DHS provides program resources and information including Medicaid and an Economic Self Sufficiency program that provides financial coaching for SNAP/TANF recipients to help them move toward financial independence.
