EconomicCheckUp Report

This report provides an overview of your economic status along with recommendations for services to help you with your financial challenges.

Your Current Status

You are in good financial health. Even so, we know one bump in the road can change everything. There are programs that are available that may help you avoid any pitfalls. We encourage you to re-visit us if anything about your situation changes.

Your EconomicCheckUp Report

* Basic needs means the amount needed to cover basic necessities. Basic necessities include housing, health care, transportation, and food. This measure was calculated using the Elder Index developed by the Gerontology Institute at the University of Massachusetts Boston and Wider Opportunities for Women, and maintained through a partnership with the National Council on Aging (NCOA). Learn more about the Elder Index.


While you’re on track with your finances today, it’s important to stay on track. There are many free and trusted programs that can help you manage and meet your financial goals. Let’s get started now!

Money Management & Budgeting

There are no recommendations for you at this time; if your situation changes please check back.


There are no recommendations for you at this time; if your situation changes please check back.


Medicare Health Insurance Assistance

The State Health Insurance Assistance Program (SHIP) is a free health insurance counseling program for all Medicare beneficiaries and their caregivers. Trained volunteer counselors can give you one-on-one, personalized advice on health insurance benefits, information on assistance with paying for Medicare costs, etc. The SHIP counselors also provide you information and resources that help with paying for prescription drugs, such as patient assistant programs.

Aging Services

The Eldercare Locator, a public service of the U.S. Administration on Aging, connects you to community resources for older adults and their families on issues like food and nutrition, health insurance, housing, legal assistance, transportation, and long-term care services. Visit or call (800) 677-1116 and enter your zip code to get started.

Area Agency on Aging

Across the country, local Area Agencies on Aging provide services like food and nutrition assistance, home care, legal assistance, and health and mental health programs. Contact your local Area Agency on Aging at: to learn more about what’s available in your community. You also can locate Area Agencies on Aging nationwide by visiting them online at

Employment & Training

There are no recommendations for you at this time; if your situation changes please check back.

Debt & Credit

Identity Protection

EverSafe can help protect you from financial exploitation and identity theft. They will monitor your financial accounts and credit reports and will alert you if there is suspicious activity on your account. To learn more about EverSafe and how they can help you, go to:

In addition, AARP has created a simple checklist that you can use to help protect yourself from identity theft. See the Ten Ways to Prevent Identity Theft checklist at:

Consumer Protections


Make sure that your money stays yours. Learn how to avoid scams that can rob you of your money through the internet, mail, or phone by going to

If you suspect you’ve encountered financial abuse, don’t be afraid or embarrassed to talk about it with someone you trust. You are not alone, and there are people who can help. Doing nothing could only make it worse. Keep handy the phone numbers and resources you can turn to, including the local police, your bank (if money has been taken from your accounts), and Adult Protective Services. To obtain the contact information for Adult Protective Services in your area, call the Eldercare Locator, a government sponsored national resource line, at 1-800-677-1116, or visit their website at

Additionally, there are several government agencies that can help. You can file complaints with the following offices:

  • File a complaint online with the Federal Trade Commission Complaint Assistant at
  • Call the Consumer Financial Protection Bureau’s complaint line at 1-855-411-CFPB (2372)
  • Contact your State Attorney General at

Have you used EconomicCheckUp to make the most of your money? Tell us how it worked for you.