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Our goal is to inspire aging adults to plan ahead. We interviewed experts and collected information and experiences from more than one-hundred older adults to create this roadmap. It’s best to get started on a money management plan before age 65, and then revisit your plan as you age. But if you’re past 65 and haven’t started planning yet, that’s okay! This roadmap is designed for everyone, no matter how much or how little money they have, their family situation, or how old they are. Now is the best time to prepare for tomorrow.

This roadmap will jumpstart your journey by helping you:
1) Choose your trusted financial advocate
2) Organize your financial information
3) Start conversations with your financial advocate
4) Explain your future money management needs and expectations
5) Officially appoint your advocate to manage money on your behalf if needed in the future
6) Gradually shift money management to your advocate when the time is right.

Development of the Thinking Ahead Roadmap was supported by a generous grant from AARP with foundational research sponsored by the Society of Actuaries.

Source: Thinking Ahead Roadmap, 2025
https://thinkingaheadroadmap.org/