Media Archive

Prepare for the 2018 Tax Season

In 2018, many taxpayers’ withholding decreased where taxpayers experienced an increase in paychecks; however, this may cause an unexpected tax bill or a smaller refund in 2019. When preparing to file your taxes, get to know your options to ensure you are not surprised when tax season arrives.

Prepare for tax season:

  • Review your withholding.
  • Review the tax law.
  • Review your Individual Taxpayer Identification Number (ITIN).
  • Find the forms you need to file.
  • Look for resources available to you.
  • Perform a Paycheck Checkup to determine if adjusting your withholding could eliminate extra taxes you may owe this season:
  • Submit a new Form W-4, Employee’s Withholding Allowance Certificate:
  • Make additional estimated tax payments if your current income withholding does not cover the 2018 tax you owe by using the Form 1040-ES, Estimated Tax for Individuals worksheet to determine your estimated payments:

When prepping for your refund and to determine if you will receive a smaller refund due to the new laws:

  • Evaluate your expected refund amount.
  • Review the Publication 5307, Tax Reform Basics for Individuals and Families for more information:
  • Renew your ITIN and ensure it has not expired.

The 2018 Form 1040 has been redesigned and replaces the 1040A and 1040EZ forms. If you file electronically, you will be required to have your 2017 Adjusted Gross Income (AGI) to sign your return: If you use the same software you have used in previous years, you do not need to enter your 2017 AGI.

Learn more about taxpayer resources. Contact a Sourcewise Community Resource Specialist: (408) 350-3200, option 1.

Pai Venegas Receives Top Host Trainer Recognition

In September 2018, Pai Venegas, Director of Programs of Silicon Valley Independent Living Center (SVILC) was granted “Supervisor award” for her work with participants of Sourcewise Senior Employment Services in Fiscal Year 2017/2018.

For the last eight years, SVILC has been a longstanding partner as a host contributing to the success of the program. A valued partner and resource for Sourcewise Senior Employment Services, Pai shows her merit through her dedication and work ethic.“She [Pai] has shown a lot of patience and goes above and beyond to help guide her participants with effective on-the-job training,” states Henri Villalovoz, Director of Senior Employment Services.

Under Pai’s direction at SVILC, the hosting agency provides supervised on-the-job training to an assigned participant of Sourcewise Senior Employment Services. This relationship provides the participant an opportunity to learn and update professional skills, gain self-confidence, impress their supervisor with their job performance and at times may be offered a permanent, direct employment position within their host training agency.

Pai has consistently contributed to Sourcewise Senior Employment Services at both SVILC locations in Gilroy and San Jose. In Fiscal Year 2017/2018, Pai has supervised three participants, including one in their Gilroy office.

“SCSEP [Sourcewise Senior Employment Services] has provided us the opportunity to assist our host participants to increase their quality of life, rise above obstacles by providing opportunities to enhance existing skills, train for a new career and find a rewarding job,” Pai said.

Sourcewise provides training environments through important partnerships with 12 other local organizations, including, but not limited to: Second Harvest Food Bank; Heart of the Valley Services for Seniors; and Catholic Charities John XXIII Multiservice Center.

To learn more about the Sourcewise Senior Employment Services, call: (408) 350-3200, option 5.

Local Conference Focuses on Caregiver Needs

Increasing access to information for caregivers is key to their ability to assist older adults.

While 54 percent of all caregivers have regular access to internet, 37 percent of Hispanic/Latino seniors do not know or have not looked for information on senior services, according to a caregiver focus group and a random digital dial survey conducted in 2015 by Sourcewise.

In April 2019, the 6th Annual Alzheimer’s Latino Conference—generously sponsored by local organizations, government, and councilmembers—provides resources and education in Spanish, in San Jose, CA.

“What we have learned to date is that Hispanics/Latinos face a higher risk of developing Alzheimer’s disease so it’s crucial to raise awareness by providing educational presentations,” said Liliana Kaszuba, Community Relations Manager for the Alzheimer’s Association and a key event organizer for the conference.

Accessing available community resources allows caregivers to focus on caring for their loved one and their own health.

In Santa Clara County, 71 percent of Hispanic/Latino seniors fell below the Elder Index, compared to 41 percent of Caucasians 65+, according to the Sourcewise 2016-2020 Area Plan on Aging. Add to that a difficulty to meet basic needs such as transportation, medical care, and housing for 45 percent of Latino seniors and the need for caregivers to provide assistance is even more crucial.

For a third year, Sourcewise contributes planning and staffing support to the valuable Alzheimer’s Latino Conference.

Previous attendees of the Latino Conference consistently express appreciation for the amount and quality of information received. An anonymous attendee stated, “I loved it, it was very informative. We appreciate all the support.”

Register for the 2019 conference at San Jose Latino Conference 2019 or by calling Sandra Green at (408) 372-9919. On March 01, 2019, access the conference website.

For information on local resources, connect to a Sourcewise Community Resource Specialist: (408) 350-3200, option 1 or

Adobe Donates Wheelchairs to Sourcewise Clients

Sourcewise Care Managers Stand with Donated Wheelchairs from AdobeSan Jose, December 25: Sourcewise clients with mobility challenges received a special gift from Adobe this holiday season. As part of the Adobe Enterprise Solution Services Extended Management’s yearly team building activity, 35 people from across the globe assembled eight wheelchairs with the goal to donate them to persons in need.

“Participating in a community service activity…provides an informal way for our team members to build bonds and get to know each other better in a meaningful context,” explains Sharon Hume, Adobe’s spokesperson.

Sourcewise received the donation for distribution to its Care Management clients. Sourcewise Care Management serves older adults by helping clients remain safely at home or adjust to their home, following a stay in the hospital, skilled nursing facility, or intermediate care facility.

The need for a wheelchair is common. Wheelchairs are a “covered item by Medicare when needed for indoor mobility, but not covered when only needed for outdoor activities such as: going on medical appointments; socialization, shopping etc.,” explains Elisa Alarcon, Director of Sourcewise Care Management. The wheelchairs are a source of comfort, support towards movement, and independence for low-income clients of Sourcewise.

“With great gratitude, our family would like to thank you for the wheelchair. My father [had] slowly stopped going out to family trips or activities due to his unstableness in walking…,” expressed the family of a wheelchair recipient.

Over 140,000 individuals have some type of disability in Santa Clara County, according to the 2016–2020 Sourcewise Area Plan on Aging. Fifty percent of Santa Clara County residents with one or more disability are aged 65 years or older.

Corporate and consumer donations are an important component in serving this valued community. In FY 16-17, Sourcewise assisted 105,356 individuals living in Santa Clara County.

To make a financial contribution to Sourcewise, visit

Learn more about the services offered by Sourcewise in support of the Santa Clara County community at, or call (408) 350-3200, option 1.


Contact Info: Aneliza Del Pinal
Director, Public Relations
(408) 557-4701

We welcome the re-use, republication, and distribution of Sourcewise content. Please credit us with the following information: Used with the permission of

Happy Holidays


Sourcewise wishes you and your loved ones a holiday season filled with happiness and time spent with those who love.

May the New Year bring you peace and joy.

Medicare Annual Enrollment Period begins October 15

Medicare and You Booklet

The Medicare Annual Enrollment Period (AEP) occurs from October 15–December 7, 2018.

Medicare beneficiaries (enrolled in Part A, Part B or both) may join, switch, or drop a Medicare Advantage (MA) Part C HMO or Part D plan. Medicare Advantage members may go back to Original Medicare, but adding a Medicare Supplement Plan (Medigap) without having to answer medical questions will depend on the MA Plan they intend to drop—starting your research early may provide you flexibility.

Attend a free, educational presentation provided by Sourcewise Health Insurance Counseling & Advocacy Program (HICAP). Call Sourcewise HICAP at (408) 350-3200 option 2 or visit to view our counseling sites and scheduled presentations.

Sourcewise HICAP helps Medicare beneficiaries by providing unbiased and objective information. HICAP Counselors complete rigorous, ongoing training and are registered with the California Department of Aging.

When Medicare AEP concludes, other enrollment periods begin: January 1, 2019–March 31, 2019 for both the new Medicare Advantage Open Enrollment Period (MAOEP) and the General Enrollment Period (GEP).

For MAOEP: MA Plan members may switch to a different MA plan or drop an MA plan and revert to Original Medicare with a drug plan. Guaranteed enrollment in a Medigap plan, which minimizes Original Medicare out-of-pocket costs, will depend on which MA plan is dropped. Still, a Medigap may be issued if someone has none of the medical conditions listed in the application.

For GEP: Enroll in Medicare Part B or Premium Part A if you missed your Medicare Initial Enrollment Period and Special Enrollment Period.

HICAP also guides those at the federal poverty level who cannot afford Premium Part A; ask about the Qualified Medicare Beneficiary program.

Sourcewise HICAP counseling is free and available to eligible Santa Clara County residents. Contact the Sourcewise Health Insurance Counseling & Advocacy Program: (408) 350-3200, option 2.

Local Residents and Organizations Recognized for Outstanding Achievements

By 2022, older adults are projected to make up 35% of the civilian labor force.

“Sourcewise celebrates the generational diversity, experience, and skills seniors possess,” said Henri Villalovoz, Director of Senior Employment Services and Meals on Wheels for Sourcewise.

On September 26, 2018, Sourcewise recognized five Santa Clara County residents and employers for outstanding achievements at the annual National Employ Older Workers Week luncheon.

The National Employ Older Worker’s Week is observed the last week of September and is a nationwide effort to highlight contributions made by the 55 and older workforce.

Expanding economic opportunities for older workers in Santa Clara County, Sourcewise provides Senior Employment Services; one of the nation’s first programs to help low-income, unemployed individuals aged 55+ to find employment through personalized career counseling, on-the-job training, and transition to unsubsidized employment.

For the past 19 years, Villalovoz has developed one of the most successful programs in California, which he attributes to the strong, mutually-beneficial collaborations with community based organizations and local employers.

Villalovoz said, “Our effective partner organizations and dedicated staff make us successful in meeting annual goals to provide older adults with training and on-the-job experience, which is invaluable in today’s quickly changing environment.”

The following individuals exemplified dedication, commitment, and excellence to the elder workforce in Santa Clara County. This year’s honorees include:

Employee of the Year

Samar Quasto, Administrative Operations for Catholic Charities. Now working full-time as an Administrative Assistant for Catholic Charities

Supervisor Award

Pai Venegas, Director of Programs of Silicon Valley Independent Living Center

Nelson Leonor, Employment Program Manager for EDD Workforce—America’s Job Center

Host Training Agency of the Year Award

Work2future Foundation, accepted by Casandra Nash, Facility Manager

Employer of the Year Award

Eila Phailibus Latif, Deputy Director Economic Development Services, Catholic Charities

Learn more about Sourcewise Senior Employment Services: (408) 350-3200, option 5.

Reduce Your Risk for Diabetes

Graphic depicting those who are at higher risk for prediabetes and diabetes

Diabetes can be prevented or delayed. Your best chance for preventing Type 2 Diabetes is to choose lifestyle changes that work for you long term.

According to the 2016—2020 Sourcewise Area Plan, older adults are 18% more likely than younger adults (8%) to contract chronic conditions like diabetes and 16% of older adults are at risk for prediabetes versus only 10% of younger adults.

Depending on your age, weight, and other factors, you may be at higher risk of developing prediabetes or Type 2 Diabetes. Making healthy lifestyle changes can greatly lower your risk.

To prevent Type 2 Diabetes and/or prediabetes:

  • Watch your weight
  • Make healthy food choices
  • Increase your physical activity
  • Lower your stress level
  • Talk with your doctor about healthy cholesterol levels
  • Maintain healthy blood pressure

Resources and services dedicated to preventing the onset of diabetes in our local community are available. The Centers for Chronic Disease Control and Prevention National Diabetes Prevention Program has created a partnership with the Santa Clara County Public Health Department to provide education for individuals who are at risk for prediabetes and Type 2 Diabetes. The program encourages healthy lifestyle choices through close interactions with other program members. For more information, visit

Connect with your local American Diabetes Association to learn if you are at risk for developing prediabetes:

Get involved: November is recognized as Diabetes Awareness month. Wear the color blue on November 14 and show your support for World Diabetes Day to raise global awareness of diabetes.

Learn more about diabetes and diabetes prevention. Speak with a Community Resource Specialist at (408) 350-3200, option 1.

Strong Social Ties Increase Happiness and Lifespan

Older adults who have an active social life have been linked to a stronger sense of wellbeing and a longer life span. According to the AARP Foundation’s “Isolation Framework Project” of 2012, an estimated one in five adults over age 50—at least eight million—are affected by isolation.

The average American’s circle of confidants declined by one-third between 1985 and 2006 according to an American Sociological Association study. The negative health consequences of chronic isolation are harmful for all adults.

“On average, people with strong social ties live more than four years longer than others, with social relationships predicting longevity better than factors such as alcoholism, high blood pressure or obesity," stated Timothy B. Smith, a professor of counseling psychology at Brigham Young University in Provo, Utah, as reported by Tim Appelo in an AARP article published July 10, 2018.

Strengthen your social network:

  • Schedule a time each day to call or visit someone special to you.
  • Invite family or friends over for tea or coffee.
  • Use social media like Meetups to find local groups of others with similar interests.
  • Stay in touch with long-distance friends with phone calls or write an old-fashioned letter.
  • Visit your local community or senior center, to access a variety of programs.
  • Introduce yourself to your neighbors.
  • Be physically active by joining a walking club.

San Jose’s Happy Hollow Park & Zoo helps adults ages 50 and over to improve their health by providing the Senior Safari Walkabout program. The park opens on select Thursdays from 9 a.m. to 10 a.m. for older adults who benefit from free admission and parking to enjoy animal meet-and-greets, other fun activities, and giveaways.

For more information, visit or call (408) 794-6400.

Caregivers Provide Estate Assistance

Seventy-two percent of a senior’s net worth is tied up in their home equity, according to the U.S. Census. Today’s caregivers—80% to be exact—often inherit the responsibility of managing and settling their loved one’s estate after they have passed away.

“Settling an estate is a rough job,” explains Matt Paxton, extreme cleaning expert and Legacy Navigator founder. “Imagine trying to empty out a house that your parents have lived in for 40 years, full of photographs, papers, outdated furniture and old china. You have to figure out what to do with all this stuff, and you have to do it when you’re overwhelmed by grief.”

Responses from a 2017 National Care Survey by Legacy Navigator found a significant amount of caregivers reported the responsibility of managing their loved one’s finances, the sale of the estate, and organizing all their belongings to be an especially difficult part of the grieving process.

In Santa Clara County, one in four residents will be over age 65 by 2060, as stated in the Sourcewise Area Plan on Aging 2016-2020. As the aging population rises, support resources for caregivers should follow. In fact, opportunities exist for families, employers, aging seniors, and caregivers to create much needed supportive networks.

Family members can offer assistance with caregiver responsibilities; employers can look at existing benefits and make changes to support the caregiver role; care recipients can start downsizing and bestowing assets while still living, and caregivers can build and incorporate self-care strategies.

Learn more about caregiver resources. Contact a Sourcewise Community Resource Specialist: (408) 350-3200, option 1.