Elder Financial
Safety Center

Benefits Assistance

Our Benefit Assistance services are designed to give you a boost to your finances during times of need. Our elder financial safety trained staff can assist people age 50+ with applying for the following programs: SNAP, Medicare Savings, Extra Help and Medicaid. Eligibility for these benefit programs is based on income and assets. The application process can be challenging, but we have trained counselors to help manage the process step-by-step.

The Senior Source is a National Benefits Enrollment Center

The Elder Financial Safety Center at The Senior Source is part of the National Council on Aging’s (NCOA) network dedicated to helping low-income Medicare-eligible seniors and persons with disabilities over the age of 50 to identify and apply for benefit programs. Click here to view our benefits check up page.

Budgeting

Achieving your financial goals can be challenging without creating or maintaining a budget. Budgeting is a way of being accountable to yourself, your needs, or anyone that depends on you financially. It’s a way of telling your money where to go, instead of wondering where your money went. We can assist you in this process of taking control of your money and your life.

Debt Management

Financial debt causes stress and anxiety that can take a toll on you and your family. You may feel like you’ll never catch up. Our elder financial safety experts will work with you, making sure you understand what options you have to decrease or eliminate debt. We help reduce the burden that debt can cause, so you can focus on living and enjoying your life. 

Employment Services

Looking for a job? The employment search can pose big challenges for older jobseekers. If you’ve been out of the job-hunting market for a while, you’ll soon learn that everything has changed. On the other hand, more and more employers are realizing that older employees have much to offer, including experience and reliability. Once you understand what hiring managers look for and how they choose employees today, you’ll maximize your chances. With the right tools, you can be successful!

Filing a Fraud Complaint

Financial fraud occurs every 15 seconds. At the Elder Financial Safety Center, we provide education, resources, and tools to help you prevent financial fraud and protect yourself from scams.

Scammers are sophisticated and use minimal details they can find about you online, from your mail, or someone you know to make up stories and scenarios that seem real or possible to get you to fall for their scam.

Financial Coaching

It is never too late to work toward goals. To support elder financial safety, we work one-on-one with our clients to help you achieve your financial goals. Our coaching method is based on trust and accountability. We establish a safe space with no judgments. We will work alongside you, helping you navigate the roadblocks while achieving success along your journey to financial security and individual empowerment.

Insurance Counseling

Insurance plays an important part of our everyday lives, whether we like it or not. It helps us offset the risk of the unexpected, like auto accidents, property damage, illness, and injuries, and unfortunately, the loss of life. Making decisions about insurance can be confusing and intimidating. We help older adults feel comfortable about making decisions when it comes to insurance; guiding you through the process of what is and is not appropriate for your needs.

Money Management

Some older adults live alone, have become isolated or have no family or support network. These adults can become vulnerable to financial abuse, fraud, and scams. Others have diminished financial capacity and are not able to manage their day-to-day affairs. We support elder financial safety by assisting older adults in these situations, helping make sure bills are paid, assets are protected, and basic needs are met. We do this through case management and a dedicated staff of trained volunteers.

Wills Clinic

Free Assistance Drafting Your Last Will and Testament

We host a free Wills Clinic several times a year in conjunction with the Dallas Volunteer Attorney Program. If you would like to be added to the interest list for these events, please email us or visit our calendar to see the upcoming dates and locations.

You must meet these minimum qualifications to attend this event:

• Dallas County Resident
• 50 or older
• Limited Income
• Citizen or Legal Resident