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Money Management

Tips for seniors to manage money and avoid scams

Get a free EconomicCheckUp®


Over 23 million older adults are economically insecure, either living at/below poverty or one financial crisis away. Use our money management tools below or get started with a free personalized assessment with our Age Well Planner.

Age Well Planner

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The 80%: Addressing the Nation's Retirement Crisis

Much has been written about the retirement crisis facing Americans—how people are living longer but saving less. NCOA worked with the LeadingAge LTSS Center @ UMass Boston and Nationwide to examine both the challenge and potential solutions.

Elder Index

Learn what it takes to age in place and be economically secure by using the Elder Index™.

Ready, Set, Bank™

Online banking doesn’t have to be difficult! Watch a series of videos to learn how.