Financial Health & Wellness

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Financial Health and Wellness Description

Did you know that research shows there is a direct relationship between physical and financial health? Individuals with high financial stress are twice as likely to report poor health overall, and are four times as likely to report fatigue, depression or other ailments. Because of this, Benjamin Rose Institute on Aging is committed to serving all aspects of wellbeing, not only physical, mental, emotional and behavioral, but also financial health and wellness. We have free resources and services available through our subsidiary ESOP to help you achieve and maintain financial wellness and housing stability, including:

  • Housing counseling
  • Senior financial empowerment
    • Resources and referrals for financial benefits such as Medicare, legal aid or vision care
    • Property tax loan
    • Financial education workshops to help plan for unexpected life events and protect against fraud, abuse and poor credit
    • One-on-one financial counseling
  • Advocacy on your behalf with credit services and loan companies to assure your records are accurate and you are receiving a fair and manageable repayment plan
  • Income tax prep

With our support, you can empower yourself to reach a secure financial future and stay educated on the issues most important to your financial wellbeing.

Empowering and Strengthening Ohio's People (ESOP)

Resources

Resources

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Benefits: You Gave, You Save

Navigating the maze of different benefits and trying to understand what you and your loved one may be eligible for can be a daunting task. Join us for an informative webinar that will outline benefits such as SNAP, Medicaid, Medicare Savings Program and the Low-Income Subsidy. We’ll walk through what the different requirements for these programs are and how to apply.

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By Cynthia Walker | 10/06/2021

The Caregiver's Guide to Estate Planning: How to Prepare for Yours and Your Loved One's Futures

When was the last time you and your loved one had a discussion about estate planning? If you’re like many people, it’s probably been a while. This webinar will discuss what important financial and medical documents are necessary in case of an emergency, and what to do in those situations. Having these items prepared and organized will not only protect your loved one, but as a caregiver it will give you peace of mind to know that everything is taken care of in advance.

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By Rachel Slomovitz | 08/12/2021

The Financial Fatigue of Caregiving

Are you feeling the financial strain, or emotional and physical stress that comes along with caring for a loved one? This workshop will give you the tools needed to alleviate those stressors and help you to navigate your way around the additional expenses that caregivers endure.

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By Rachel Slomovitz | 01/07/2021

A caregiver and older loved one viewing different plans on a laptop

What to Consider When Helping an Older Loved One Choose a Medicare Plan

With Medicare’s Annual Open Enrollment ongoing from October 15 to December 7, you may have already begun discussions with your loved one on the basics of Medicare, such as differences from Medicaid and what the different plans and options are. But before such an important decision is made, it’s important to go more in depth by preparing the right questions with your loved one to guide the conversation and exploring the different points of consideration that will help determine which plan is best for your loved one’s individual needs.

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By Cynthia Walker | 11/16/2020

Helping a Loved One Navigate Medicare Open Enrollment

October 7 virtual program for caregivers from Benjamin Rose Institute on Aging.

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By Cynthia Walker | 10/16/2020