Understanding your current financial situation can help you better understand how to age in place or navigate a move to a different housing option. This worksheet will allow you to get a review your income and investments. On the 2nd page you'll list your monthly and yearly costs so that you can ... » Learn More about Cost of Living Comparison
Age at Home Preparation Worksheet
Understanding how your home can help you to age in place - is important. Use this checklist to assess features in your home and start a conversation to prepare your home to age in. This worksheet will allow you to get a sense of which features of your home will help or hinder your plan to age in ... » Learn More about Age at Home Preparation Worksheet
Deciding Dementia Housing Options
Figuring out the next housing option for your loved one with dementia and memory issues, can feel like an overwhelming task. It can be difficult to know if your loved one can live independently, need supportive living or a secure memory care environment. This worksheet will allow you to get a ... » Learn More about Deciding Dementia Housing Options
Your Age Well Plan
Deciding to age in place where you live takes planning. Knowing how best to support your health needs, your social needs and the service needs you will have is an important first step. This worksheet will help you gather all the information you need (and your loved ones may need) to understand how ... » Learn More about Your Age Well Plan
Retirement Living Tour Checklist
Exploring retirement living options can be overwhelming. This checklist will help you keep all the details straight for 3+ residences you plan to tour. This worksheet will allow you to keep track of building amenities, what is included in the rent, ability to rate overall experience at the ... » Learn More about Retirement Living Tour Checklist
