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Preparing for the New Year: A Health & Advocacy Checklist for Older Adults

Updated: Dec 24, 2025

Brenda Soto

December is the perfect time to pause, reflect, and prepare for the year ahead. Especially when it comes to the health and wellbeing of the older adults we love. Small steps now can make a big difference in maintaining safety, independence, and pace of mind in the new year.


Below is a practical, holistic checklist families can use as they approach January. These are simple but powerful ways to stay proactive rather than reactive.


  1. Start with "What Matters Most"

Older adults have evolving goals, values, and preferences. Understanding what matters most. Whether it's staying at home, staying connected, maintaining independence, or simplifying medical care provides a compass for all decision-making.


Learn more about "What Matters" framework here:

  1. Review Medications

The end of the year is a great time to review medications for accuracy, duplication, and safety. Check:

  • Are all prescriptions current?

  • Are there any medications the person is no longer taking?

  • Are there concerns about side effects or interactions?

  • Is the pharmacy using automatic refills?


A helpful healthy-aging checklist is available here:


  1. Update Advance Care Planning Documents

Having clear, updated documents ensures that care aligns with the person's wishes. Review:

  • Healthcare Power of Attorney

  • Living Will

  • Advance Directives

  • Emergency Contacts


Here's a simple and trusted resource on advance care planning:


  1. Print & Complete a "My Health Checklist"

This is a wonderful tool for doctor visits, care planning, and staying organized throughout the year.


View it here:


  1. Schedule Prevention & Wellness Appointments

January fills quickly. Now is the time to schedule:

  • Annual Wellness Visit

  • Vision & Dental Care

  • Medication Reviews

  • Screenings (mammograms, colonoscopies, bone density, etc.)


  1. Review Mobility & Home Safety

Winter is a risky time for falls. Take a moment to evaluate:

  • Lighting (especially hallways and bathrooms)

  • Rugs, Cords, and Clutter

  • Stair Rails

  • Bathroom Safety Supports

  • Footwear and Winter Walking Gear

  • Salt/Ice Melt Availability


  1. Strengthen Social Connections

Older adults are more vulnerable to loneliness during winter months. Create a plan for:

  • Regular Check-Ins

  • Community Engagement

  • Faith Community Support

  • Transportation Needs

  • Technology Setup for Video Calls


Aging Ally Can Help

This season is about peace and preparation. Aging Ally can walk families through this checklist, help coordinate appointments, review documents, and support aging adults with their goals and independence.


If you'd like help preparing yours, or your loved ones, next steps, reach out to us anytime.

 
 
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