1 – Items Requiring Your Immediate Attention!

Hopefully, you have already checked off your list all of these tasks.
If not, we suggest you make them a priority. Should a crisis occur
in the very near future — and they usually unfold without notice—
you will be better positioned to respond.

Think of these To Do’s as a “finger in the dike” or as a head start
on larger tasks listed under other topics you will need to undertake.

Checklist

Prioritize a healthy lifestyle: start a routine to get fit and, if necessary, lose weight

Undertake Advance Healthcare Planning, and appoint a Healthcare Representative

Review Beneficiary Designations and titles to property

Create a list of assets and accounts - organize important papers

Both spouses and partners to become knowledgeable about household finances and investments

Initiate conversations about the topics within this Checklist—even if you are not the Fourth Ager

Appoint a Trusted Contact for your investment accounts

Implement a password manager (a software utility) for Internet access

Schedule appointments with your doctor and professional advisors