Financial Wellness
Maintaining financial stability is a vital, lifelong process. So we help people of all ages with services that address budgeting and goal setting, credit and debt management, fraud prevention, benefit qualifications and so much more.
Empowering financial futures
We believe financial security is an integral part of overall wellness. Here are some of the ways we’ve helped our clients meet their financial goals over the past year:
601 households assisted through financial education workshops
150 graduates of the Connecting Our Seniors to Technology program
782 tax returns filed through our free income tax preparation program
Helping clients makes us—and them—happy.
“They don’t just tell you to save money. They counsel you, and taking your finances into account, teach you how to save. Many senior citizens rely on Social Security or pensions. We no longer have that job we used to go to. Our funds are tight, so we need to be structured as to how we use them. Throughout the program, you get support so it doesn’t feel like you are doing it by yourself.” Ivory Williams, Matched Savings Program
“I have some computer experience, but wanted to learn more. When I learned that upon successfully completing the 8-week class, I’d be able to keep the refurbished laptop used during class, I was 100% in.” Randy Stancik, Connecting Our Seniors to Technology
“I just came here to get my taxes done, and ended up taking advantage of the matched savings program and the financial education workshops. I was a couple months away from my last car payment and [the matched savings program] gave me something to do with the money. It was perfect timing. I feel much better having taken the class. They showed me if I keep on the same track, I’ll be all right.” James Moore, Free Income Tax Preparation, Matched Savings Program, Financial Education Workshops
“I knew I had to find a way to help resolve my financial problems, so I found a source – Benjamin Rose – that has yielded me great information and assistance. I’ve always told my children that information in conjunction with education is imperative. That’s especially true in this day and age. If you don’t keep learning and being informed, the world will leave you behind.” Willie Wade, Connecting Our Seniors to Technology, Emergency Rental Assistance
“The Financial Education Workshops offered by Benjamin Rose helped me develop a budget and take control of my debt. [Benjamin Rose has] provided me with quite a bit of help over the past several months for a variety of things – help that was very much needed.” Dora Appling, Financial Education Workshops, Emergency Rental Assistance