Financial

IDENTIFYING YOUR Resources

What is the current poverty rate in your community for older adults?
Which organizations specifically target older adluts with financial services?
Do local governments offer property tax exemptions?
Do local governments allow older adults to perform services, including teaching, that can be applied towards property taxes?
Are reverse mortgage options available?
Are there resources and services to educate/help people manage their retirement income? If so, who?
What services and resources are offered?
Are there daily money management services? (Texas Money Management Program)
Will the financial services in your community meet the needs of the projected number of older adults in your community in five, 10, or 20 years?

Are older adults aware of the financial services available to them?
How do older adults learn about financial services available to them?
What are the current methods of outreach to educate older consumers about financial services?
How can outreach/awareness to older adults be improved?
Do financial services meet the needs cited by older adults?
Are older adults in your community able to access the available financial services?
Are the financial services in your community culturally appropriate with regard to:
- Age
- Language barriers for people who don't speak English
- Literacy levels
- Race/ethnicity
- Disability

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Updated: November 2, 2007