Take an important step to reaching your financial goals by attending the AARP Foundation Finances 50+ workshops. On this page you can download copies of Action Plan worksheets and find links to money management resources. We’ll be updating this page regularly so check back often!
If you've signed up for a class and want a Money Mentor, please e-mail us at Finances50plus@aarp.org.
General Money Management
- Financial Literacy and Education Commission: Information on a wide range of financial topics from a number of federal entities.
- National Endowment for Financial Education: An excellent wide-ranging resource about life events and financial decisions.
- Schwab MoneyWise: Find guidance on financial fitness and making the most of your money. Includes a financial fitness quiz.
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 Action Agencies: These groups help people to help themselves in achieving self-sufficiency.
- Consumer Financial Protection Bureau: A wealth of information to help consumers with credit, debt, and asset protection.
- Federal Trade Commission: Government agency charged with consumer protection. See the Consumer Protection tab.
- Help with Telemarketers: Visit donotcall.gov and add yourself to the national “Do Not Call’ registry.
- Help with Junk Mail: Visit dmachoice.org and ask to be removed from direct mailings.
Credit and Debt
- National Foundation for Credit Counseling: The nation's largest financial counseling organization, the NFCC has a network of more than 700 community-based offices located in all 50 states and Puerto Rico.
- How much is your debt costing you? Find out with this calculator at SchwabMoneywise.com.
- How will changing your payment amount or terms affect your debt? Try this calculator from SchwabMoneywise.com.
- Federal Reserve: Read a basic guide to navigating the credit card process.
- Federal Trade Commission: Get information on credit reports and scoring.
- Fair Debt Collection Practices: Get answers to frequently asked questions on your rights under the Fair Debt Collection Practices Act.
- Credit score information: Visit myfico.com to learn more about FICO scores.
- Credit Reports: Visit annualcreditreport.com. This is the only federally authorized site to get free credit reports from each of the three major reporting agencies.
- OptOutPreScreen.com: Opt in or out of offers for credit or insurance.
Employment, Education and Job Training
- AARP Foundation Women’s Scholarship Program: This program helps low income 50-plus women through educational opportunities.
- AARP Foundation WorkSearch: Get job search help, assessment tools, and additional resources for older workers and job seekers.
- America’s Service Locator: Find workforce services in your neighborhood or across the country.
- Senior Community Service Employment Program: Connect with a community service and work-based training program for people 55+.
Health Care and Insurance
- USA.gov: 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 mymedicare.gov, 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)
Deter. Detect. Defend: This Federal Trade Commission site helps consumers fight back against identity theft.
Older Adult Resources
- Area Agency on Aging: Find a local agency that offers advocacy and resources to keep people independent.
- National Council on Aging: Information about improving the health and economic security of older adults.
- Elder Financial Protection Network: Information about protecting yourself and your money.
- Office of Financial Protection of Older Americans: Information and tools from the Consumer Financial Protection Bureau to help older Americans safely navigate through financial challenges.
- U.S. Administration on Aging - National Center on Elder Abuse: Includes links to find state resources.
- Social Security Administration: Visit ssa.gov, the official federal government site, which includes information and online applications.
- Social Security Calculator: This tool can help estimate your Social Security benefits and show you when is the best time to claim Social Security.
- 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.
AARP Foundation Finances 50+SM is sponsored by and developed in collaboration with Charles Schwab Foundation.
We're looking for people to fill two types of roles in the AARP Foundation Finances 50+ program: Facilitators, who facilitate classes on-site; and Money Mentors, who provide one-on-one phone-based support to participants. Click a city to sign-up today!