Ideas For Retirees
Morningstar is a firm that analyzes mutual funds. Its website includes articles about investing and financial planning—including great articles on personal finance.
Directory of 529 college savings plans. 529 plans provide good ways for grandparents to provide gifts to their grandchildren that help them pay for higher education. Earnings on 529 plans, if used for qualified higher education expenses, are tax-free.
Website of Smart Money, the Wall Street Journal’s consumer magazine, oriented toward investments but with some general financial information.
Click on retirement and guidance. The asset allocation feature helps you find the best mix of stocks and bonds for your retirement goals. The Retirement Income Planner tool helps you reduce your chances of running out of money.
Click on tools link. Enter a few simple pieces of information and get the odds that your portfolio will last through retirement. You can then see how tinkering with your withdrawals or investment mix might improve your chances.
Give your age, gender, and the amount you want to convert into a guaranteed income stream. You’ll get an estimate of how much an insurer will be willing to pay you (and /or your spouse) each month for the rest of your life.
Basic explanation of annuity terminology.
Check Your Credit Report and Credit Score
Check this every twelve months and get a free credit report from each of the three credit bureaus.
The three credit bureaus:
Checking Out Scams
You put in the number of a mystery call and find out where it came from. A good way to check out where a call came from and whether or not it came from a source you consider legitimate.
A place to check out rumors and suspicious information someone may have sent you. It is a great place to spot whether information about people or rumors is phony or true.
Starting a Business
US Small Business Administration
HEALTH & WELLNESS
The mission of the Positive Aging Resource Center is to promote positive aging by providing information and resources to older adults and caregivers, health and social service professionals, and policy makers.
Website of the Coalition of Wisconsin Aging Groups. Excellent resources regarding Elder Law and issues of interest to seniors.
This is a fun and potentially life-saving way for you to review your lifestyle habits, estimate how healthy you are, and make some changes.
Provides older adults and caregivers with a self-study program designed to help seniors make well informed decisions about health and lifestyle issues.
A website sponsored by the Robert Wood Johnson Foundation, AARP, and the American Geriatrics Society designed to help seniors stay healthy.
Website of the Alzheimer’s association, with extensive information about the disease, and support and services for patients and caregivers
Insurance and Prescription Drugs
Website describing Wisconsin’s Senior Care program which provides prescription drug coverage for Wisconsin seniors.
A website that helps you find out if there’s a generic equivalent to your medication, as well as details about your drug, its costs, its side effects, and other information.
Consumer Reports website about prescription drugs and average retail prices.
For Wisconsin insurance complaints and consumer information.
Long Term Care
US Department of Health and Human Services provides a national clearing house of information to help families plan.
Locater for Elder Care resources
Website of the Family Caregiver Alliance
Website of the Association of Geriatric Care Managers
Website of the National Association of Homecare and Hospice
SOCIAL & COMMUNITY
Great general articles about a wide variety of topics. Try subscribing to one of the AARP newsletters.
Comprehensive information available to older adults in Wisconsin, covering a variety of topics and references.
Consumer Services Catalog from the Feds; many interesting topics and resources
Opportunities for travel, education, and fun
Wisconsin Technical College System website. Check for educational, travel, and volunteer opportunities.
University of Wisconsin System website, with links to each campus. Check for educational, travel, and volunteer opportunities
College Days is an annual event hosted by UW Cooperative Extension’s Family Living Programs which, brings participants from all over the state to the UW Madison campus for 3 days of exciting lectures, seminars, tours, early morning exercise programs, evening entertainment and college life in the newly built Ogg Hall. This year join us to hear from Wisconsin authors about subjects like Wisconsin’s Effigy Mounds, the birth of radio in Wisconsin, the history of gas stations, the history of the Pabst Mansion, ways to lead a more healthy and productive life, and much more! Visit our website for the full brochure and registration form.
UW organization offering a variety of social and learning experiences
This online, self-study course walks participants through a process for exploring what they want to do in retirement. The course is designed for new retirees or those considering retirement and is offered through the Center on Education and Work at UW-Madison.
Identifies nationwide volunteer opportunities with descriptions.
Corporation for National and Community Service Clearinghouse for individuals and organizations for volunteer work - Volunteers in Service to America (VISTA) Senior Corps, AmeriCorps, Retired Senior Volunteer Program (RSVP), foster grandparents and many others.
Service Corps of Retired Executives – SCORE Professionals provide advice on starting and managing a small business
AARP’s source for checking volunteer opportunities
Features more than 30,000 postings from companies specifically looking for candidates older than 50.
Browse salaries by sector and position; check to see schools recommended for training needed for most positions
Is recruiting drivers and bus aides for part-time work for the upcoming school year. First Student will provide free training to obtain necessary licenses and certifications.
ESTATE PLANNING & LEGAL ISSUES
Provides helpful links to resources for estate planning, elder law, and many related topics
Provides information about end of life issues. Also has state-specific forms for living wills and medical powers of attorney.
Website of the national Association of Elder Law attorneys.
Website with information about elder law issues, Medicare, Medicaid, estate planning, and the rights of the elderly and disabled.
Provides links to other websites of interest to seniors. It was developed by a Massachusetts attorney who practices elder law.
Wisconsin state agency dedicated to providing human and family services, consumer information and services for older adults. Standardized Power of Attorney Forms may also be downloaded.
Remember, to protect yourself and your family, it is wise to consult with an attorney to help you with estate planning and other legal issues.