Worksheets and checklists for Discovery, Medicare, Social Security, income, care, and legacy planning.
SSFG ChecklistA concise printable checklist for gathering Social Security records and connecting a filing decision to income, Medicare, taxes, household protection, and follow-up steps.
SSFG ChecklistA printable checklist for building a Medicare timeline, comparing coverage, estimating total healthcare costs, and confirming that coverage works after enrollment.
SSFG ChecklistA concise checklist for inventorying retirement income, mapping spending, planning withdrawals, and recording decisions and follow-up items.
SSFG ChecklistA printable checklist for documenting liquidity, portfolio risks, and the household response to a significant market decline.
SSFG ChecklistA printable checklist for gathering tax records, mapping multi-year decisions, and preparing for professional review before acting.
SSFG ChecklistA printable checklist for recording care preferences, assigning roles, reviewing funding, and creating a practical family follow-up plan.
SSFG ChecklistA printable checklist for inventorying ownership and beneficiaries, confirming responsible people and documents, and recording family communication and follow-up.
Workshop HandoutA workshop framework for identifying the market, income, healthcare, family, Social Security, Medicare, longevity, and legacy risks that may affect retirement.