Helping caregivers manage finances for older adults with dementia

Technology-Enabled Financial Planning for Caregivers and Clients with Reduced Capacity

NIH-funded research Bridgesource Medical Corporation · NIH-10675686

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 typeSbir 2 grant
Study typeNIH-funded research
Funding institutionBridgesource Medical Corporation NIH-funded
Lab location1 site (Austin, United States)
Project IDNIH-10675686 on NIH RePORTER

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.

Who could benefit from this research

Good fit: Ideal candidates for this research are caregivers of older adults diagnosed with Alzheimer's disease or related dementias.

Not a fit: Patients who are not caregivers or do not have a diagnosis of Alzheimer's disease or related dementias may not benefit from this research.

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 performed: Other research has shown success in developing supportive tools for caregivers, indicating a promising avenue for this approach.

Where this research is happening

Austin, United States

Researchers

About this research

  1. This is an active NIH-funded research project — typically early-stage science, not a clinical trial accepting patient enrollment.
  2. Some NIH-funded labs run parallel clinical studies or seek volunteers for related work. To check, contact the principal investigator or institution listed above.
  3. For full project details, budget, and progress reports, visit the official NIH RePORTER page below.
Conditions Alzheimer disease dementiaAlzheimer syndrome
Last reviewed 2026-06-13 by the Find a Trial editorial team. Information on this page is for educational purposes and is not medical advice. Always consult qualified healthcare professionals about clinical trial participation.