Older Adults

United Way for Greater Austin--Financial Toolkit

The United Way of Greater Austin created this financial toolkit for residents to get good and reliable resources and information on the following topics: Cash From Checks, Borrowing, Paying Back and Filing Taxes

Embrace Your Future

The Massachusetts Executive Office of Elder Affairs hosts a comprehensive website with resources and referrals. Long term care planning is covered here.

Caregiver Guide

Another resource from Elder Affairs that covers legal and financial information for family caregivers.

Reverse Mortgages: What Borrowers Need to Know

This resource from the Massachusetts Office of Consumer Affairs and Business regulation is a helpful overview for consumers.

Choosing A Financial Advisor: A Consumer Guide to Financial Self Defense

Many people call themselves "Financial Advisors". Do you know their credentials and responsibilities? Here is a guide from the Certified Financial Planners Board of Standards.

AARP Money and Retirement Tools

This is a resource of various calculators to help clients figure out how much to save for their child’s education, retirement, 401K contributions, and a link to benefits.

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