Supplemental Security Income (SSI) Fact Sheet
SSI is a federal program that provides monthly payments to adults and children with a disability or blindness and with limited income and resources. SSI payments are also made to people age 65 and older without disabilities who meet the financial qualifications.
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Social Security Disability Insurance (SSDI) Fact Sheet
Social Security pays benefits to people who can't work due to a medical condition that's expected to last at least one year or result in death.
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Making Budgets Work Presented by Edwin Urbieta of BMO Bank
Edwin discusses how to identify personal obstacles to budgeting. Learn how to create and apply a structure to track and analyze spending. Edwin also reviews examples of short, medium, and long-term goals and go over the importance of debt reduction and building emergency savings.
Presented on August 24, 2023 by Edwin Urbieta, VP Regional Sales Manager, Financial Wellness Program Manager, Relationship Manager, Benefits Specialist, BA, BMO Bank
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Scams Resources
Included on this handout are resources to help research charitable organizations and where to go to report a scam or to inquire if something is valid.
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Social Security: Understanding the Benefits
Navigating a government program can be overwhelming. During this presentation, Megan will give an overview of Social Security’s programs and online services. Included in this presentation will be a discussion of disability, retirement, survivor’s benefits, and Medicare. Megan will go over when to apply for benefits and where to find benefits information online. Presented on January 11, 2022 by Megan Forristall, Public Affairs Specialist, Social Security Administration
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Optimizing Social Security Benefits
Presented by Donna Adams, Sales Director, Paradise Financial Partners
We will talk about the benefit possibilities; how they can potentially be optimized (sometimes by hundreds of thousands of dollars); and what you need to know to help ensure your claiming decision doesn’t result in a lifetime of lost income. Yes, we’ll even talk about the question on many people’s minds: will it be there? Presented at Elderwerks Senior Fair 2020
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Credit - Facing Retirement Challenges
Presented by Donna Rasmussen, Financial Literacy Educator at Consumer Credit Counseling Service of Northern Illinois, Inc. at Elderwerks Senior Fair 2020.
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Social Security Disability Change & Confusion
Presented by Jeffrey Rabin, Managing Partner, Law Offices of Jeffrey A. Rabin & Associates, Ltd. at Elderwerks Senior Fair 2020
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Financial Steps for Caregivers
What you need to know about protecting your money and retirement by WISER (Women's Institute for a Secure Retirement) wiserwomen.org
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Should I be on My Parent's Bank Accounts?
While it is a good idea to provide account access to a trusted family member, the actual titling is extremely important and can have unintended consequences if not coordinated with the estate plan of the parent.
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Natural Disaster Victims Mortgage Assistance Information
Picking up the pieces after a natural disaster can be confusing and frustrating. For homeowners facing property damage, there might be questions about making mortgage payments, especially if you have additional housing costs because your home is uninhabitable after a storm.
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Bankrate
Provides articles, information, resources and comparison tools for a variety of financial topics.
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Daily Money Managers Value
Article written by Ifaat Bosse of Bottom Line Financial regarding working with a money manager.
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Paying for Senior Care
Understand Your Financial Options for Long Term Care
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Medicaid vs. Inheritance
It's important to put money into a Trust for your loved ones.
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Money Smart for Older Adults: Prevent Financial Exploitation
This guide was put together by the Consumer Financial Protection Bureau and FDIC. It's a good guide to help avoid identity theft, knowing what to do to be financially prepared for retirement and much more.
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Long Term Care Planning for You & Your Family
One of the most stressful times in the life of a family can come when a long term care event arises and family members face the task of finding and paying for a loved one’s long term care. Finding the best care is difficult enough, but when plans aren’t in order and families don’t know how they are going to pay for long term care services, an already emotionally and financially taxing situation can take an even greater toll on a family.
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Do I Even Need A Financial Consultant?
Why you need a financial consultant to plan for retirement and for your senior housing needs.
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