💸 Financial & Workplace Resources for Caregivers
Caregiving changes more than your daily routine.
It can affect your job, retirement savings, taxes, monthly budget, and long-term financial security. Many partners and spouses are surprised to discover that the financial impact of caregiving continues long after treatment ends.
This Resource Center was created to bring together trusted information, practical tools, and reliable resources to help you make informed decisions while caring for someone you love.
Whether you're looking for workplace information, financial planning tools, tax resources, or practical guidance, I hope you'll find a place to begin here.
🌟 Start Here
The Hidden Cost of Family Caregiving: Three Lives. Three Financial Realities
Financial caregiving often begins quietly. Missed work, postponed retirement savings, travel expenses, and reduced income can reshape a family's financial future long before anyone realizes it. Read how three caregiving journeys illustrate challenges faced by millions of families and discover practical resources to help you prepare.
📘 Free Guide
Financial & Workplace Guide for Family Caregivers
Helping You Navigate Work, Money, and Caregiving One Step at a Time
A practical, story-based guide to help you protect your income, organize important documents, understand workplace benefits, and plan for the future.
This is the first guide in the Debra Othman Caregiver Guide Series. Additional free guides, printable planning tools, and caregiver resources will be added to the Caregiver Education Center over time.
📚 Resources in Development
I'm building a growing collection of free resources to help caregivers navigate the financial side of caregiving with greater confidence. Over the coming weeks, you'll find practical guides, printable worksheets, planning checklists, and trusted resources covering:
• Tax benefits and financial planning
• Workplace rights and leave options
• Medical expense tracking
• Hospital financial planning
• Legal preparation
• Family caregiving conversations
• Caregiver budgeting and organization
Please check back often as new resources are added.
💰 Tax Benefits & Financial Relief
Coming Soon
Learn about:
• Possible caregiver tax benefits
• Flexible Spending Accounts (FSAs)
• Health Savings Accounts (HSAs)
• Retirement planning considerations
• Social Security impacts
• Keeping records for tax purposes
💼 Workplace Rights & Employment
FMLA
Paid Family Leave
Workplace Accommodations
Talking with Your Employer
📄 Financial Tracking & Budgeting
Medical Expense & Mileage Tracker
Budget Worksheets
Caregiving Expense Log
⚖️ Legal Planning
Legal Planning Checklist
Healthcare Power of Attorney
Financial Power of Attorney
Advance Directives
👨👩👧 Family Planning & Communication
How to Start the Family Caregiving Conversation
Family Care Meeting Planner
Assigning Family Roles
📁 Caregiver Organization
Build Your Caregiver Binder
🌻 Additional Financial Resources
Caregiver Resources Directory
Government Resources
Nonprofit Financial Assistance
Veterans Resources
Area Agency on Aging