Seniors

Use what you have earned wisely.

Preparing Yourself and Your Family for Your First Day of Retirement

You have worked hard to take advantage of this time. Make the most of it.

A Tale of Two Brothers: It Pays to Wait

Waiting a little longer to claim your social security benefits can pay off much more in the long term. Learn more with this video. (AARP)

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Retirement Calculator

How do you know if you have enough savings to retire? Learn more about AARP’s handy dandy retirement savings calculator! (AARP)

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How to Set a Budget and Stick to It

Creating a budget is a pivotal practice that guides you toward reaching your financial goals. (Bank of America)

Tax Advantages & Avoiding Fraud

You have worked hard for what you have. Do not let someone else take it away from you.

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Check your Credit Report (PDF)

Credit reports can contain mistakes. Use this checklist to catch them, courtesy of the Consumer Financial Protection Bureau. (CFPB, 2017)

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Resources for Older Americans

The Consumer Financial Protection Bureau provides guides, reports, and more for older adults and their families. Review them here. (CFPB)

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Computer Security

Protect yourself from online financial and identity theft after reviewing these helpful guidelines. (FTC, 2011)

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What you need to know about reverse mortgages

Watch this video and consider the facts about reverse mortgages, which can provide some extra money in your pocket—although these come with some risks. (CNBC, 2016)

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Tax Breaks for People Over 50

Mark your calendar: at 65, you can qualify for additional tax breaks, such a larger standard deduction. (U.S. News & World Report, 2016)

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Frequently Asked Questions about HUD’s Reverse Mortgages

Learn about how to apply for reverse mortgages and correlating payments straight from the HUD. (U.S. Department of Housing and Urban Development, 2017)

Office of Economic Empowerment

Financial Education
for Seniors
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