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