Financial Wellness
Maintaining financial stability is a vital, lifelong process. So we help people of all ages with services that address budgeting and goal setting, credit and debt management, fraud prevention, benefit qualifications and so much more.

Empowering financial futures
We believe financial security is an integral part of overall wellness. Here are some of the ways we’ve helped our clients meet their financial goals over the past year:

518 households assisted through financial education workshops
179 financial education workshop modules hosted

80% of clients would recommend our financial services to a family member or friend
Helping clients makes us—and them—happy.
Popular Resources
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Helping a Loved One Navigate Medicare Open Enrollment
October 7 virtual program for caregivers from Benjamin Rose Institute on Aging.
Articles
Decision Making with Your Older Loved One: Choosing a Power of Attorney Agent
Establishing a Durable Power of Attorney for Health Care or Finances can give loved ones the ability to control who makes important health care or financial decisions for them if their physician declares they are no longer able to make these decisions for themselves. Having a Power of Attorney is important because it assures loved ones have someone who can act on their behalf and, ideally, respect their wishes.
Videos
The Impact of Cybercrimes on Mental Health in Older Adults
Cybercrimes have increased 20 percent since the onset of COVID-19 in 2020. Romance scams stole more than $139 million from older adults in 2020. According to a report by the Federal Trade Commission, that’s a 65 percent increase from 2019, when reported losses were nearly $84 million. While the monetary loss is staggering, it is often the devastating emotional toll that impacts the mental health of older adults, their families and those that care for them the most. This webinar will explore the topic of cybercrimes, why older adults are targets, the impact this trauma can have on an individual's mental health and ways to find help in the community.
Videos
The Basics of Medicare Benefits
Medicare enrollment period is beginning October 15th! Join us for an informative webinar discussing the basics of Medicare and how individuals over 65 can enroll for Medicare benefits. Information includes an overview of Medicare coverage and enrollment conditions with a special focus on considerations for individuals with or at-risk for dementia.