April 28, 2017

Financial & Legal Benefits

“I was overwhelmed by paperwork. It was a huge relief to get assistance managing my financial affairs and coping with the complexities of Medicare.”

Morton was always proud of his ability to manage his own finances, but he had to admit that things were out of control. “I was overwhelmed by paperwork,” he said. Then he discovered that help was available.” It was a huge relief to get assistance managing my financial affairs and coping with the complexities of Medicare,” he said. At tax time, his financial counselor gave him a referral so he could get help preparing his taxes as well.


Health Insurance

Medicare can be complicated. Get help understanding Medicare and other senior insurance topics through the Ohio Senior Health Insurance Information Program (OSHIIP). Trained and certified counselors can answer questions about Medicare health coverage for people who are age 65 or older, people under 65 with disabilities, and people who qualify for both Medicare and Medicaid. We can also provide information regarding Medicare advantage plans, Medicare Part D (drug coverage), Long-Term care insurance, Home health coverage, Retiree health plans, and Medicare supplemental insurance.

Food Assistance

Low-income Senior Adults will find a full array of kosher and non-kosher food, fresh produce, and personal and household care items at the Heldman Family Food Pantry. (Volunteers may deliver across Greater Cincinnati to qualifying Older Adults). We can also help manage the paperwork for Seniors who qualify for SNAP (Supplemental Nutrition Assistance Program), which is a federal program designed to provide low income families with nutritional food.

Social Security Benefits, Veterans Services and Advice

Get information about and assistance with government and public benefit programs, including Social Security Retirement, Disability, and SSI benefits. You can get help with public benefit programs including the Cincinnati-Hamilton County Home Energy Assistance Program, PIPP, and other supportive programs available for older adults. If you are a veteran with benefit eligibility and applications, you can get connected to community resources and services to address financial distress and health issues.

Elder Law, Estate Planning & Financial Planning Assistance

Looking for help with legal matters, estate planning or financial planning? Get recommendations for experts who can provide these services, and get help negotiating for the best pricing.

Tax Assistance

If you’re 50 or older, need help with your taxes, and can’t afford a tax preparation service, you can get free help with tax preparation. Retirement or other life changes may mean your taxes are a little more complicated now, but a team of IRS-certified volunteers make it easy for you. AARP Foundation Tax-Aide has more than 5,000 locations in neighborhood libraries, malls, banks, community centers and senior centers. There’s no fee and no sales pitch for other services, and AARP membership is not required.


Get help with a career transition, whether you want to you advance in your current job, actively look for a new position, explore your options, or start a second career. Through educational programming and one-on-one meetings, you can get access to knowledge, experience, expertise, and a community-wide network. We also assist organizations with recruiting, executive coaching, and employee outplacement, helping job-seeking individuals and companies find each other and form stronger, more satisfying, and more productive relationships.

Meal Preparation, Assistance & Delivery

Meals on Wheels delivers regular nutrition along with daily contact with caring volunteers. The services we provide include meals for the homebound, private kosher meals on wheels, and emergency kosher meals. In addition, many delicious and affordable dining options are available in the community, including discounted daily lunch deals, daily hot kosher lunches and to-go meals.

*Some of our providers do charge for certain programs and services.

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