Make Time for a Financial Checkup! 

By Lisa Gates
Director, Office of Financial Empowerment
The Office of Financial Empowerment encourages you to take time out for a financial checkup!  Do you have an affordable bank account with no overdraft or hidden fees?  Are you saving or preparing for retirement? Do you need a free one-on-one financial coach to assist you with understanding your credit report and your credit score? Have you considered the estimated costs of taxes and health care in retirement?  Did you know you should have five basic estate planning documents in place (Will, Durable Power of Attorney, Power of Attorney for Health Care, Living Will, and Revocable Living Trust)?  I know many of us may feel we have so much to do and will “get around to it,” right?  Unfortunately, far too many people don’t “get around to it.”  We must make the time to get it done, and our office can provide you with the financial tools to help you get the job done!

The Office of Financial Empowerment has partnerships with many local financial institutions and non-profit organizations that provide classes on all these topics and many more to help guide you on your path of financial security.  Additionally, all our partners will take time to meet with you one-on-one to discuss your financial needs! This month we are offering presentations on “Preventing Elder and Vulnerable Adult Financial Abuse” as part of recognizing National Senior Fraud Awareness Day, “Living a Smart Retirement,” “Health Insurance Policies,” as well as a “Credit & Money Management Workshop.”

For more information on our services and upcoming classes please call our Office of Financial Empowerment at 314-622-5669 or visit our website at

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