Account Access
Unforeseen Expenses for Seniors
1. Major house improvements or repairs
2. Major dental expenses
3. Significant out-of- pocket medical or prescription expenses from a
chronic health condition or disability that did not limit the retiree's
ability to care for himself or herself
4. Drop in home value of 25 percent or more
5. Illness or disability that limited the retiree ability to care for himself
or herself
6. Running out of assets
7. Sudden loss of total value of savings of 25 percent or more due to a
fall in the market
8. Going on Medicaid
9 Loss of capacity requiring someone outside the household to manage
your money
10 Divorce during retirement
11 Significant damage to or loss of home due to fire or natural disaster
12 Loss of home through foreclosure
13. Bankruptcy
14 Victimization by fraud or scam
15 Loss in total value of savings of 10 percent or more due to poor
investment decisions
16 Death of a spouse or long-term partner
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