Budgeting

Empowering older adults to take control of their finances

Help seniors become savvy savers

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One-third of senior households has no money left over each month or is in debt after meeting essential expenses. Our tips and tools can help older adults budget and manage their money better.

You Gave, Now Save: A Guide to Benefits for Seniors

The You Gave, Now Save guide to benefits for seniors outlines programs that can help pay for healthcare, food, housing, transportation, and more.

Economic Security Initiative Toolkit

Assess whether your organization is ready to implement a comprehensive, person-centered economic casework model to help older adults in your community.

Savvy Saving Seniors® Financial Education Tools

Download or order our financial education modules that teach seniors about budgeting, scams, and prepaid debit/credit cards.

Order Savvy Saving Seniors® Toolkits

Professionals and senior centers can use this form to order print copies of the Savvy Saving Seniors® financial education toolkits.

5 Ideas for Seniors to Earn Extra Income

From working longer to tapping home equity, get five tips for increasing your income as you approach retirement.

Using Prepaid Cards: Tips for Seniors

Prepaid credit/debit cards are increasingly popular. Learn how to maximize their benefit and avoid unnecessary fees.