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Looking for more?

We’ve created a detailed version of the Thinking Ahead Roadmap that’s available for download. It contains the same information as the website plus additional tips and strategies that will help you plan for what’s next. Print out a copy or share the link with your friends and family.

Download the full Thinking Ahead Roadmap

In addition to the Thinking Ahead Roadmap, we've prepared additional handouts for you and your advocate.

Advice for Solo Agers

Financial Advocate Tasklist

What Financial Advocates Need to Know

Fillable Financial Inventory Spreadsheet

Tips to Protect Your Retirement Investments and Income

Example Power of Attorney