Aging in Place

Table Of Contents

2 3 4 The Importance of Planning for Aging in Place Structure of the Workbook Getting Started

Key Points Self - Assessment Questions Notes Page: My Questions, Considerations & Priorities My Plan A & Plan B for Housing Will you be comfortable and safe in your home? 7 8 18 19

Key Points Self - Assessment Questions Notes Page: My Questions, Considerations & Priorities My Plan A & Plan B for Health and Wellness 21 22 38 39 Will you be able to address your health needs in your later years?

Key Points Self - Assessment Questions Notes Page: My Questions, Considerations & Priorities My Plan A & Plan B for Transportation 41 42 46 47 Will you be able to get where you need to go safely and affordably?

Key Points Self - Assessment Questions Notes Page: My Questions, Considerations & Priorities My Plan A & Plan B for Personal Finance 49 50 56 57 Will you have the financial resources you need as you get older?

Key Points Self - Assessment Questions Notes Page: My Questions, Considerations & Priorities My Plan A & Plan B for Connection and Growth 59 60 64 65 Will you have social connections and experiences that enrich your life?

67 69 70 74 78

Personal Plan Development Checklists Important Documents Checklist & Locator Budget Planning Worksheets Seasonal Home Maintenance Checklists Acknowledgements & Fair Use Notice

1

Aging in Place: Your Home, Your Community, Your Choice

Introduction