This is your Member Reference Number (MRN). You’ll need to provide this when you make an appointment with an EAP counselor or contact your EAP by phone.

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The Financial Resources File

Starting a financial resources file for an older adult will save on time and confusion. It is helpful to keep all information in one place. Below is a list of some of the items that should be included:

  • List all bank accounts:
    • Checking, savings, and money market
    • Names and phone numbers of banking officers, stockbrokers, and any other important people involved with financial concerns
  • List names and telephone numbers of all financial advisors, accountants, and social-service workers.
  • Put together a monthly income statement, with any of these that apply:
    • Salaries, wages
    • Rents
    • Social security for both husband and wife
    • Royalties, individual retirement accounts (IRAs)
    • Pensions for both husband and wife
    • Bonds
    • Annuities for both husband and wife
    • Mutual funds
    • Stock dividends
  • Estimate a monthly expenses statement, with any of these that apply:
    • Mortgage or rent
    • Paid housekeeping services
    • Utilities
    • Legal
    • Telephone
    • Accounting
    • Maintenance, repairs
    • Equipment rentals
    • Out-of-pocket medical and dental
    • Insurance premiums
    • Medicines
    • Food
    • Gifts
    • Clothing
    • Charitable contributions
    • Transportation
    • Miscellaneous
  • Estimate a net-worth statement from the information above by subtracting expenses from income and assets.

Workplace Options. (Revised 2025). The financial resources file. Raleigh, NC: Author.

More about this Topics

  • Advice for New Parents

  • We Are Connected

  • Budgeting for New Parents

  • Aging in Place: Growing Old at Home (Part 1)

  • Expand Your Circles: Prevent Isolation and Loneliness as You Age (Part 2)

Other Topics

    • Strategies for Multigenerational Caregiving
    • Accepting Aging: Yourself and Others
    • Changing Relationships: You and Your Aging Parent or Relative
    • Virtual Roundtable—Elder Care: How to Support Those in Isolation and Stay Connected
    • Are You a Good Listener?
    • The Sandwich Years (Part 2): Managing Stress
    • Building Psychological Toughness
    • Changing Family Roles
    • Building Social Bonds
    • Aging in Place: Growing Old at Home (Part 2)
    • Secondhand Smoke
    • Teens and Depression
    • Kids in Adults' Beds
    • Talking to Parents About Their Finances
    • Listening to Elderly Parents