Free Planning Tool

Download Medicare & Aging Well Calendar Reminders

Get a personalized calendar file with reminders for Medicare timing, retirement planning, caregiving, legal documents, HSA questions and yearly coverage reviews.

Create Your Calendar Reminders

Enter your information below. Your calendar file will be created immediately and your request will be tagged for follow-up reminders.

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Download Calendar File

After downloading, open the file to add the reminders to your calendar. You can delete any reminders you do not want inside your own calendar.

12 Months Before 65

Start reviewing Medicare timing, employer coverage, HSA rules, retirement plans and spouse coverage.

6 Months Before 65

Confirm whether you need Medicare at 65 or whether active employer coverage allows you to delay.

3 Months Before 65

Review Part B, Part D, Medicare Supplement, Medicare Advantage and prescription coverage decisions.

1 Month Before 65

Confirm cards, plan start dates, prescriptions, providers and payment details before coverage begins.

Every October

Gather prescriptions, doctors and plan notices before the Medicare annual review season.

Every November

Review Medicare coverage, prescriptions, doctors, plan changes and caregiving needs before the new year.

Every 2 Years

Review legal documents, beneficiaries, emergency contacts, life insurance and long-term care planning.

Before Family Holidays

Check in on caregiving, home safety, driving, medication organization, memory changes and family roles.