Checklists & Dates
Print-first checklists and personalized date calendars: what to do the year you turn 65, what to re-check every fall during open enrollment, what to gather before helping a parent, and your own enrollment and claiming dates worked out from your birthday — downloadable to your calendar.
Turning 65 — The Checklist to Work Down in the Year Before
A print-first sheet for the year you turn 65, ordered by deadline rather than by subject. Two of the items close doors that never reopen: the Part B late-enrollment penalty lasts for life, and the Medigap window that protects you from health underwriting happens once. Those sit at the top.
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The Autumn Medicare Review — What to Check While the Window Is Open
Twenty minutes each autumn, in order. Drug lists, networks, premiums and deductibles all change on January 1 whether or not anyone looked. Most years nothing needs to change — but that is only worth knowing if it was checked against the notice your plan already sent you in September.
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Helping a Parent — The Paperwork Checklist, in the Order That Matters
A print-first sheet for helping a parent with their money and care, ordered by what stops being possible if you wait. The first block can only be signed while they still have capacity to sign it; after that the only route is a court guardianship. Everything else can be gathered later.
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