Some elder advocate organizations have put together a pretty good online resource for helping you know how to keep your money safe as you age. (Elders are the main target of scammers.)
https://thinkingaheadroadmap.org/money-path/intro
Even if you think you have everything all set, it's worth looking these pages over.
The Thinking Ahead Roadmap is for everyone, not just people with significant assets. It includes information specifically geared towards "solo agers" (who don't have an immediate family member or partner to step in) and people with complex personal situations.
This new tool was designed by Dr. Marti DeLiema of the University of Minnesota and by Naomi Karp and Steve Vernon, research scholars at the Stanford Center on Longevity, with support from AARP and the Society of Actuaries. It's based on extensive research through interviews with experts from multiple disciplines (including elder law attorneys on this list - thanks for your help!), focus groups and an online community forum of over 100 older adults.
In addition to the website itself, the roadmap is available in PDF form to download, as are additional helpful documents. In the future, it will be available for ordering in print.
Please help spread the word about the Thinking Ahead Roadmap to your colleagues, clients, families and communities.
https://thinkingaheadroadmap.org/money-path/intro
Even if you think you have everything all set, it's worth looking these pages over.
The Thinking Ahead Roadmap is for everyone, not just people with significant assets. It includes information specifically geared towards "solo agers" (who don't have an immediate family member or partner to step in) and people with complex personal situations.
This new tool was designed by Dr. Marti DeLiema of the University of Minnesota and by Naomi Karp and Steve Vernon, research scholars at the Stanford Center on Longevity, with support from AARP and the Society of Actuaries. It's based on extensive research through interviews with experts from multiple disciplines (including elder law attorneys on this list - thanks for your help!), focus groups and an online community forum of over 100 older adults.
In addition to the website itself, the roadmap is available in PDF form to download, as are additional helpful documents. In the future, it will be available for ordering in print.
Please help spread the word about the Thinking Ahead Roadmap to your colleagues, clients, families and communities.
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