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Balancing Dollars & $en$e was presented on Friday, April 15th, 2016 at Center in the Park. The event was sponsored by Center in the Park, Mt. Airy USA, and the LGBT Elder Initiative, along with community partner Delta Sigma Theta Sorority, Inc., Philadelphia Alumnae Chapter. Balancing Dollars & $en$e was a day-long series of free workshops and a community resource fair designed to provide individuals age 55+, with information on housing and finances in later life. Attendees were able to attend workshops on topics including legal planning, affordable senior housing, managing finances, downsizing and decluttering, understanding reverse mortgages, and protecting themselves from scams.

Watch two of the day’s workshops, “Planning for the Future” and “Understanding Affordable Housing,” in our Video Library

In the media

Balancing dollars and sense in later life
http://www.epgn.com/columns/gettin-on/10018-balancing-dollars-and-sense-in-later-life

LGBTEI ramping up programming with three April events
http://www.epgn.com/news/local/10244-lgbtei-ramping-up-programming-with-three-april-events

Legal Planning

National Institute on Aging
Advance Care Planning
https://www.nia.nih.gov/health/publication/advance-care-planning

National Institute on Aging
Getting Your Affairs in Order
https://www.nia.nih.gov/health/publication/getting-your-affairs-order#legal

National Resource Center on LGBT Aging
Key Legal Issues Faced by Older LGBT Adults
http://www.lgbtagingcenter.org/resources/resource.cfm?r=423

National Association of Area Agencies on Aging
Starting the Conversation about Health, Legal, Financial and End-of-Life Issues
http://www.n4a.org/files/Conversations.pdf

Alzheimer’s Association
Financial & Legal Planning
https://www.alz.org/care/alzheimers-dementia-financial-legal-planning.asp

Financial Management

AARP
Managing your Money in Retirement
http://www.aarp.org/content/dam/aarp/money/budgeting_savings/2011-12/Manage-Your-Money-Right-in-Retirement-AARP.pdf

AARP
Living on a Budget
http://www.aarp.org/money/budgeting-saving/

National Council on Aging
Savvy Saving Seniors Financial Education Tools
https://www.ncoa.org/economic-security/money-management/budgeting/savvy-saving-seniors-financial-education/

National Council on Aging
Budgeting
https://www.ncoa.org/economic-security/money-management/budgeting/

National Council on Aging
Benefits for Seniors
https://www.ncoa.org/economic-security/benefits/

American Society on Aging
Financial Literacy and Financial Decision-Making in Older Adults
http://www.asaging.org/blog/financial-literacy-and-financial-decision-making-older-adults

Protecting Yourself from Scams

AARP
Fraud Watch Network
http://www.aarp.org/money/scams-fraud/fraud-watch-network/?intcmp=AE-MON-CONP-SPOT2-SCAMS-FWN

National Council on Aging
Scams & Security
https://www.ncoa.org/economic-security/money-management/scams-security/

AgingCare.com
Can Elderly Scams be Prevented?
https://www.agingcare.com/Articles/prevent-elderly-becoming-scam-victims-138455.htm

Federal Bureau of Investigation
Fraud Target: Senior Citizens
https://www.fbi.gov/scams-safety/fraud/seniors

National Council on Aging
Top 10 Financial Scams Targeting Seniors
https://www.ncoa.org/economic-security/money-management/scams-security/top-10-scams-targeting-seniors/

U.S. News & World Report
How to Guard Against Common Scams that Target Seniors
http://money.usnews.com/money/personal-finance/articles/2015/10/27/how-to-guard-against-common-scams-that-target-seniors

National Crime Prevention Council
Crimes Against Seniors
http://www.ncpc.org/topics/crime-against-seniors

Downsizing and De-cluttering

Home Instead
Decluttering: An Important Step to Senior Safety
https://www.homeinstead.com/212/blog/decluttering-an-important-step-to-senior-safety

Family Caregiver Alliance
Downsizing a Home: A Checklist for Caregivers
https://www.caregiver.org/downsizing-home-checklist-caregivers

AARP
Finding Help in Crisis Downsizing
http://www.aarp.org/work/retirement-planning/info-08-2011/retirement-downsizing.html

National Association of Senior Move Managers
https://www.nasmm.org/

U.S. News & World Report
How to Declutter Your Home Fast Before a Move
http://money.usnews.com/money/blogs/my-money/2010/11/10/how-to-declutter-your-home-fast-before-a-move

Understanding Reverse Mortgages

SeniorLAW Center
Reverse Mortgages
http://seniorlawcenter.org/legal-issues/reverse-mortgages/

National Council on Aging
Reverse Mortgages
https://www.ncoa.org/economic-security/home-equity/reverse-mortgages/

U.S. Department of Housing and Urban Development
Top Ten Things to Know if You’re Interested in a Reverse Mortgage
http://portal.hud.gov/hudportal/HUD?src=/program_offices/housing/sfh/hecm/rmtopten

Federal Trade Commission
Consumer Information – Reverse Mortgages
https://www.consumer.ftc.gov/articles/0192-reverse-mortgages

AARP
Reverse Mortgages
http://www.aarp.org/money/credit-loans-debt/reverse_mortgages/

Affordable Senior Housing

National Association of Area Agencies on Aging
Housing Options for Older Adults
http://www.eldercare.gov/eldercare.net/public/Resources/Brochures/docs/Housing_Options_Booklet.pdf

U.S. Department of Housing and Urban Development
Senior Housing: What you should know…
http://portal.hud.gov/hudportal/HUD?src=/program_offices/fair_housing_equal_opp/seniors

AARP
Which Type of Housing is Best for You?
http://www.aarp.org/home-garden/housing/info-08-2009/ginzler_housing_choices.html

SAGE
National LGBT Elder Housing Initiative
http://sageusa.org/lgbthousing/

SAGE
Welcome Home: Improving Housing Security for LGBT Older Adults
http://sageusa.org/resources/publications.cfm?ID=235

Philadelphia Corporation for Aging
Counselors (Home/Housing/Living Options)
http://www.pcacares.org/get-assistance/find-a-service-provider/results/?search_id=2&service_id=853

Housing counselors funded by the Office of Housing & Community Development:

  • Philadelphia Senior Center

http://www.philaseniorcenter.org/counseling%20-%20housing%20and%20in-center.php

  • Journey’s Way

http://intercommunityaction.org/aging-services/housing-services/housing-counseling/

  • Center in the Park

http://www.centerinthepark.org/services.html

Philadelphia Fair Housing Commission
http://www.phila.gov/fairhousingcommission/Pages/default.aspx

Philadelphia Housing Authority
Senior Only Developments
http://www.pha.phila.gov/housing/public-housing/about-developments/senior-only-developments.aspx

Technology and Internet Security

Department of Homeland Security
Cyber Tips for Older Americans
https://www.dhs.gov/sites/default/files/publications/Cybersecurity%20for%20Older%20Americans_0.pdf

Center for Internet Security
Keeping Senior Citizens Safe Online
https://msisac.cisecurity.org/newsletters/2013-06.cfm

Crime Prevention Tips
Internet Safety Tips for Senior Citizens
http://www.crimepreventiontips.org/self-defense-methods/safety-for-seniors-online.html