Practical, printable checklists to help you take action on retirement and caregiving decisions organized by topic, free to download.
Everything below is free to download right now, with no email required. We’re building out a library of resources for every hub check back as new checklists are added.
Retirement Planning & Income
Retirement Planning Checklist for Your 50s
A printable, 15-step checklist covering income, Social Security, Medicare, estate documents, housing, and health to check off at your own pace.
Also see: When Should You Claim Social Security? (printable checklist coming soon)
Medicare & Medicaid
Medicare Enrollment Checklist Before Age 65
A 10-step checklist to help you navigate your Initial Enrollment Period, avoid late penalties, and choose the right coverage.
Housing & Living Options
Aging in Place Home Safety Checklist
A room-by-room guide to reducing fall risk, covering entryways, bathrooms, kitchens, lighting, and emergency response.
More on the Way
We’re building printable checklists for every hub. In the meantime, these guides cover the same ground in article form:
- When Should You Claim Social Security? (Social Security)
- How to Divide Caregiving Responsibilities Among Siblings (Caregiving & Family Support)
- What Legal Documents Do Aging Parents Need? (Estate Planning & Legal)
- How to Start Strength Training After 60 (Healthy Aging)
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