The start of a new year is a natural time for reflection—and for taking proactive steps to improve your aging loved one’s quality of life. Whether your parent is living independently or needs more hands-on support, an annual review of key life areas can help prevent crises, promote safety, and ensure they receive the right care as their needs evolve.
At LiveWell, our geriatric care managers recommend a comprehensive “Fresh Start Checklist” at the beginning of each year. This structured, actionable guide focuses on four core areas: health, financial, legal, and social well-being. With the right questions and updates, you can help your loved one enjoy greater independence, security, and peace of mind in the year ahead.
Start with a complete health check to make sure your loved one’s medical needs are being met and monitored.
✅ Review all current medications with a doctor or pharmacist for potential side effects or interactions.✅ Schedule annual physical, vision, hearing, and dental exams.✅ Check for changes in weight, mobility, appetite, or mood that may indicate new health issues.✅ Update the list of healthcare providers and emergency contacts.✅ Ensure all medical equipment (e.g., walkers, blood pressure monitors) is in good condition.✅ Assess home safety: remove fall hazards, check lighting, and review emergency response systems.
Tip: Create a centralized folder with medical records, test results, insurance cards, and doctor notes.
Financial security is essential for aging with dignity. Use this opportunity to assess financial stability and make any needed updates.✅ Review bank accounts, credit cards, and monthly expenses for accuracy and signs of fraud.✅ Ensure bills are being paid on time (set up autopay or trusted oversight if needed).✅ Revisit retirement income sources, Social Security, and long-term care insurance.✅ Create or review a monthly budget for caregiving services, home support, and medical costs.✅ Discuss potential future expenses like assisted living or in-home care.
Tip: If managing finances is overwhelming, consider involving a financial advisor or daily money manager.
Legal preparedness brings peace of mind—for both the older adult and their family.✅ Confirm that legal documents are current and accessible:
✅ Review beneficiary designations on insurance policies and retirement accounts.✅ Discuss end-of-life wishes, including preferences for care, funeral planning, and burial or cremation.
Tip: If documents need updating or don’t exist, consult with an elder law attorney as soon as possible.
Loneliness and isolation can have serious health consequences. Make sure your loved one has opportunities to stay engaged and connected.
✅ Check in on their social calendar: Are they seeing friends, attending groups, or participating in hobbies?✅ Assess mental health: Look for signs of depression, anxiety, or cognitive decline.✅ Encourage activities that promote purpose—like volunteering, spiritual groups, or creative outlets.✅ Explore transportation options if they’re no longer driving.✅ Plan regular family visits or virtual check-ins to maintain connection.
Tip: A weekly social activity—even something small—can greatly enhance a senior’s emotional health.
A professional geriatric care manager (GCM) can guide families through each area of this checklist, offering personalized assessments and recommendations tailored to your loved one’s unique situation. From coordinating medical care and navigating insurance to facilitating home modifications and addressing social isolation, GCMs act as advocates, problem-solvers, and trusted advisors.
At LiveWell, our experienced care managers bring clarity and support to every stage of the aging journey—helping you avoid surprises and make informed decisions with confidence. We take a proactive, compassionate approach to care planning so you can focus on what matters most: quality time with your loved one.
Set Your Loved One Up for a Safe, Healthy Year Ahead
A new year is the perfect time to take stock and set a strong foundation for aging well. With this Fresh Start Checklist—and the expert support of a geriatric care manager—you can feel confident that your aging parent or loved one is on the right path in 2025.
