Health & Wellness
- What kinds of health and wellness activities (walking, yoga, group exercise class) do you regularly do?
- Do you practice meditation or similar techniques for relaxation and stress management?
- What medications or supplements do you take?
- How much do you know about health conditions that run in your family? What about in your spouse's/partner's family?
- How active and varied is your social life?
- Use our Health and Medical Information Worksheet (PDF) to organize your personal information.
- Do you and a loved one work together on daily money management (budgeting, bill paying, and banking)?
- How do you organize your financial records/account information?
- Could your loved ones easily access this information if they needed to?
- Have you estimated your retirement costs of living (e.g., health care, caregiving, home maintenance, supplemental services, etc.)?
- Refer to the Fidelity Viewpoints® article An all-in-one wealth transfer checklist.
- Use resources such as our guide Aging well (PDF) to check for gaps in family financial planning.
- Read the Fidelity Viewpoints® article Prevent financial elder abuse for help protecting yourself and your loved ones.
- Who might you become physically or financially responsible for?
- Do your financial plans have the flexibility to allow you to care for someone else?
- Do you have a strategy in case of unplanned early retirement?
- Are you familiar with the steps involved in assuming responsibility for someone else's finances?
- Who would become physically or financially responsible for you in the event that either you or your spouse needed help?
- Have you discussed with loved ones what your wishes are if you become unable to live independently?
- Consult our guide Aging well (PDF) for help in initiating and guiding caregiving conversations.
- Visit the National Alliance for Caregiving website for information about caring for yourself or your loved ones.
- Refer to the Fidelity Viewpoints® article Time to take away the financial keys?
- Do you have current and complete copies of:
- Health Insurance Portability and Accountability Act (HIPAA) authorization form
- Health care proxy
- Will or testament
- Living will
- Power of Attorney (POA) paperwork
- Could your loved ones easily access these documents on your behalf?
- If something were to happen to you, would a family member or loved one know where to find these documents:
- Bank and credit card statements
- Documents related to home, auto, or life insurance
- Deeds to property, car title, mortgage
- Important personal documentation (birth certificates, Social Security cards)
- Divorce settlements
- Tax returns
- See our guide Aging well (PDF) for help discussing finances and relevant paperwork.
- Visit our Estate Planning section to learn about Choosing an Executor, Health Care Proxy, & Others.
- Collect important documents and passwords in a safe place, and make sure a trusted loved one can access them. We have an online solution called Fidsafe that can help you do this.