Life Planning
Advance care planning, organizing documents, housing decisions, and scam protection.
Browse guides in this topic. Use the search box above if you want something specific.
Retirement Income Planner
Financial planning is a core part of life planning — but most tools are complicated. The Retirement Income Planner is a step-by-step tool built for people in their 60s who want straightforward answers: Will my money last? What should I do this year?
It covers income sources, regular expenses, Social Security timing, account balances, and projects your finances year by year. Free to use, no credit card required.
Advance care planning: documents to consider (and how to start)
A calm, practical guide to planning ahead so your loved ones aren’t guessing.
Choosing home care vs assisted living: questions to ask (no pressure)
A calm guide to comparing home care and assisted living: costs, safety, independence, and the questions that clarify fit.
Estate planning basics (in plain language)
A non-technical overview of common planning documents—what they do, why they matter, and how to get started.
Fraud and scams: common tricks (and how to protect yourself)
A practical, non-alarmist guide to spotting scams that often target older adults.