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Finances 50+

AARP Foundation Finances 50+ Program - Volunteer

Finances 50+ SM is a 3-part program designed to help you make and keep smart money habits.  The program covers:

  • budgeting and goal setting
  • taking charge of credit and debt
  • developing a savings plan and protecting your assets.

Download guides and worksheets, plus find helpful links for a range of money management topics.


These worksheets from the program materials are in PDF format.


Workshop Guides

Helpful Links

General Money Management


Benefits and Income Supports

AARP Benefits QuickLINK: See if you qualify for public assistance and if you can save money on health care, medication, food, utilities, and more.

Community Services

Community Action Agencies: These groups help people to help themselves in achieving self-sufficiency.

Consumer Protection

Credit and Debt

Employment, Education and Job Training

Financial Services and Accounts

Health Care and Insurance

  • The U.S. government’s official web portal with information about how to get the medical care you and your family need, even if you don’t have insurance.
  • Medicare: Visit, the official Medicare site with information about the parts of Medicare, what’s new, and how to find Medicare plans, facilities or providers.
  • AARP’s Health Law Guide: This guide will help you find resources tailored to your needs, including Medicare, health insurance coverage for you or your family, or public programs that may work for you.
  • Taking care of you and your family when your income drops (PDF)

Identity Theft

Deter. Detect. Defend: This Federal Trade Commission site helps consumers fight back against identity theft.

Older Adult Resources

Retirement Savings

Social Security

Tax Help

  • AARP Foundation Tax-Aide: Read federal tax FAQs, ask tax questions and — during tax season — find a local site where you can get free tax preparation help.
  • IRS Tax Site Locator: The IRS Volunteer Income Tax Assistance (VITA) and the Tax Counseling for the Elderly (TCE) programs offer free tax help for taxpayers who qualify.

Charles Schwab Foundation Logo

AARP Foundation Finances 50+SM is sponsored by and developed in collaboration with Charles Schwab Foundation.

Programs & Services

AARP Tax Aide

AARP Foundation Tax-Aide

This program offers free assistance with tax-return preparation. Go

grandmother with her two grandaughters

AARP Benefits QuickLink

See if you qualify for public assistance and you can save money on health care, medication, food, utilities, and more! Go