Good at Math? Like Helping People?

Posted on 11/1/2014 by | AARP Blog Author | Comments

Money & Work By Larry Sussman On his first day as a Tax-Aide volunteer, Bill Best helped a woman in her 80s. He asked if she wanted the refund check mailed to her or automatically deposited in the bank. “I want to feel the paper,” the woman said without hesitation. “That set the tone for me, and I knew that I would like the work,” said Best, 70, of Wauwatosa, a coordinator for four sites in the AARP Foundation Tax-Aide program in Wisconsin. …

Stay One Step Ahead of the Scammers

Posted on 10/29/2014 by | AARP Wisconsin | Comments

Money & Work How was “Kenneth” able to scam 117 Kenosha area residents out of more than $6 million before he was finally nabbed by the FBI and sentenced to 10 years in prison? Simple. He convinced his victims to trust him. As an elder in his local church, Kenneth claimed to have a business called Homestead Investments. He got friends, family members and parishioners to invest in this company, promising them a 15% return. He told them their money would be used …

Driver Safety Discount This Week Only

Posted on 10/8/2014 by | AARP Wisconsin | Comments

Money & Work AARP Driver Safety is celebrating Drive Safely Work Week by offering 30% off its online course. Now through October 12, AARP members and non-members can take advantage of this special promotion. To take the course and get the discount, visit the Driver Safety website and enter the Promotion Code DSWW30 when prompted during registration and checkout. This offer is valid for online only. Participants will have 60 days to complete the course. You may also be eligible for an automobile insurance discount …

Participate in a Money Conference Near You

Posted on 08/5/2014 by | AARP Wisconsin | Comments

Money & Work It’s never too early or too late to take charge of your financial future.  AARP wants you to have the skills and knowledge to make informed financial decisions and to be able to manage your resources effectively for a lifetime of financial well-being. That’s why we encourage you to participate in one of the many Asset Builders’ Money Conferences happening across the state. Each conference offers a rich selection of workshops on important financial matters such the value of good credit, …

Make the Most of Your 401K

Posted on 07/15/2014 by | AARP Wisconsin | Comments

Money & Work The guaranteed security of pensions has all but disappeared and you know you can’t count on Social Security alone to have the retirement you want. In today’s economic climate, we are more and more responsible for our own financial security in retirement. 401k plans have become one of the most common retirement savings options. The tax deferral, plan portability, potential employer matching contributions, and self-direction of investments make them a popular choice. Because you choose where you will be investing …

Most Aren’t Financially Ready to Retire

Posted on 07/9/2014 by | AARP Wisconsin | Comments

Money & Work When it comes to financial planning for retirement, don’t make the mistake of thinking your monthly Social Security payments will be enough for you to continue living the lifestyle you want. Because chances are, they won’t. Here in Wisconsin the average monthly benefit is $1,281. Most retirees augment this with pension income and private savings. But others simply have not saved enough. In fact, about 75% of people nearing retirement have less than $30,000 in savings. And traditional pension plans …