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Finances 50+ Resources, Worksheets and Guides Skip to content
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Be Part of the Solution

Today, more than 10 million people over 50 are living in poverty in the U.S. All told, more than 37 million are either already in poverty or just one life event away from slipping into it. You can help.

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


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.                 

Downloadable Workshop Guides

General Money Management

More Helpful Links

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.

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

  • 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.

Featured Programs & Services

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AARP Foundation SCSEP

55 or older, unemployed and looking for work? The Senior Community Service Employment Program (SCSEP) can help you get on-the-job training.

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Work for Yourself at 50+

AARP Foundation's Work for Yourself @50+ provides free tools and resources to help you become self-employed and improve your financial situation.

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BACK TO WORK 50+

We are partnering with workforce services providers to strengthen the bridge between 50+ job candidates and respected employers.

AARP Experience Corps: Blue Hill Boys and Girls Club

AARP Foundation Experience Corps

Experience Corps is a literacy program that utilizes highly trained volunteers age 50 and over to help struggling students become great readers.

Connect With Foundation

Contact Us

Finances 50+ Volunteer

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!

Austin | Baltimore | Denver | New Orleans | Phoenix | San Francisco | Washington, D.C.

AARP Foundation earns a high rating for accountability from a leading charity evaluator. 

Eighty-one cents of every dollar we spend goes toward programs and services that help low-income older adults. We have met every one of the Better Business Bureau’s 20 Standards for Charity Accountability.