Helping caregivers manage finances for older adults with dementia
Official title: Technology-Enabled Financial Planning for Caregivers and Clients with Reduced Capacity
Funded at Bridgesource Medical Corporation · NIH-10675686 · Data updated 2026-11-12
This study is creating a helpful financial planning tool for caregivers of older adults with Alzheimer's and similar conditions, making it easier for them to manage their loved ones' finances and protect against financial exploitation.
Quick facts
| Grant type | Sbir 2 grant |
|---|---|
| Study type | NIH-funded research |
| Funding institution | Bridgesource Medical Corporation NIH-funded |
| Lab location | 1 site (Austin, United States) |
| Project start | September 30, 2021 |
| Project end | July 31, 2025 |
| Funding year | 2023 |
| Award (this year) | $998,064 |
| NIH project number | 5R44AG074121-03 |
| Project ID | NIH-10675686 on NIH RePORTER |
Who could benefit from this research
✓Could help
Ideal candidates for this research are caregivers of older adults diagnosed with Alzheimer's disease or related dementias.
✕Less likely to help
Patients who are not caregivers or do not have a diagnosis of Alzheimer's disease or related dementias may not benefit from this research.
What this research studies
This research focuses on developing a technology-enabled financial planning tool specifically designed for caregivers of older adults with Alzheimer's disease and related dementias. It aims to provide guidance and support to caregivers who often face the challenge of managing disorganized finances for their loved ones. By creating a clinically validated methodology, the project seeks to enhance communication and education around financial control, ultimately reducing the risk of financial exploitation. The approach combines clinical insights with financial planning to empower both caregivers and their clients.
Why it matters
Potential benefit: If successful, this research could significantly reduce financial exploitation and improve the financial well-being of older adults with dementia.
How similar studies have gone: Other research has shown success in developing supportive tools for caregivers, indicating a promising avenue for this approach.
Where this research is happening
-
Bridgesource Medical Corporation
Austin, United States Active
Researchers
- Principal investigator: Porterfield, John E — Bridgesource Medical Corporation
- Study coordinator: Porterfield, John E
Related research
Other NIH-funded projects on the same topics.
-
Social media support for Alzheimer's caregivers powered by AI chat help
A caregiver-focused program for families of people with Alzheimer's and related dementias uses an AI-enhanced social media approach to provide daily supportive messages and online discussions.
-
Personalized mental health toolkit for teachers and caregivers in Uganda
A new mobile app helps teachers and parents in Uganda manage stress and mental health more easily using personalized tips and local resources.
-
Mobile app to help family caregivers in Thailand manage distress
A mobile app called CAMMA would help family members caring for adults with chronic illnesses in Thailand feel less depressed and anxious through a culturally tailored mental health support program.
-
Adaptation of PATH-Pain for Dementia Family Caregivers Living with Persistent Pain and Negative Emotions
Aimed at helping dementia family caregivers who live with ongoing pain and negative feelings by adapting a pain-management program to fit their caregiving needs.
-
Improving Child Neurodevelopment through Gut Health and Caregiver Support in Guatemala
A study in Guatemala tests a nutrition and caregiver-training approach to support development in young children who are at risk for malnutrition and poor neurodevelopment.
-
Maximizing Home Health Aide Support for Veterans and their Caregivers
A VA-focused project to improve access and stability of home health aide services for older veterans and reduce caregiver burden.
About this research
- This is an active NIH-funded research project — typically early-stage science, not a clinical trial accepting patient enrollment.
- Some NIH-funded labs run parallel clinical studies or seek volunteers for related work. To check, contact the principal investigator or institution listed above.
- For full project details, budget, and progress reports, visit the official NIH RePORTER page.