Smart Investing @ The Library

Smart Investing for Retirement


Estate Planning Resources

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American Bar Association: Estate Planning Info & FAQs

An introduction to estate planning topics from the American Bar Association.
A senior couple at home with their adult daughter discussing their home finances.

Legal Information Institute: Estate Planning

Cornell University Legal Information Institute's reference guide to estate planning. Wills, Trusts & Probate

Includes free legal information, articles, and FAQs.

Insurance & Medicare Resources

California Department of Insurance: Consumer Resources

Information to assist in making informed decisions when dealing with insurance for Medicare, long-term care, worker's comp, and more.
Shot of a senior couple working on their finances using a laptop Take Health Care Into Your Own Hands

Learn about insurance options, coverage, and consumer rights under the Affordable Care Act. Enroll or change your insurance plan.

Health Insurance Counseling and Advocacy Program (HICAP)

HICAP provides counseling to people with Medicare about their benefits, rights and options, and other health insurance related questions.

The official US site for Medicate, with information on enrollment, eligibility, coverage, and claims. Fight Medicare Fraud

Tips and information on how to prevent, spot, and report Medicare fraud.
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National Association of Insurance Commissioners

Check out an insurance company's complaint record before purchasing insurance, provided by insurance regulators from 50 states.

Retirement Planning Resources

Senior retirement gardening

Ballpark E$timate

Worksheet for calculating how much you need to fund a comfortable retirement. Also available through the Ballpark E$timate app.

Consumer Retirement Plan Information

Web pages and publications from the Department of Labor, including benefits information and "10 Ways to Prepare for Retirement" PDF.

FINRA: 401(k) Investing

Step-by-step guide by the Financial Industry Regulatory Authority to starting, investing, and managing your retirement account.
Senior couple putting coin in piggybank, saving money at home

Pensions Benefit Guaranty Corporation

Federal corporation protecting workers in defined pension benefit plans.
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Plan Well, Retire Well Blog

This University of Illinois blog provides financial tips and planning resources
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Guides, podcasts, and more on retirement investing, benefits, careers and health care, with a focus on rebuilding security in hard times.
retirement seniors

Retirement Confidence Survey (RCS) Information

Retirement confidence research from the Employee Benefits Research Institute. Gauges views and attitudes regarding retirement.

Retirement Savings

Information about retirement from the US Department of Labor.
social security

Social Security Administration: Retirement Benefits

Use the retirement planner and benefits calculator, apply for benefits, and find Social Security information and tools.
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