Don’t Make Promises You Can’t Keep!

January has a reputation for big promises and bigger burnout.
New year. New you. Fix everything. Start now.

HARD PASS!

In healthcare, January is better used for review, not resolve. Before you change anything, you need to see what’s actually working—and what quietly isn’t.

This Is Your Annual Life + Healthcare Check-In

Review your healthcare basics

Review your legal & planning documents

  • Advance Directives: still reflect your wishes?

  • Healthcare proxy/MPOA: still the right person?

  • Estate documents: updated after moves, losses, or family changes?

Review the everyday stuff that sneaks up on you

  • Auto-subscriptions: medications, supplies, services you no longer use

  • Driver’s license: current address? still appropriate?

  • Passport: expired, expiring, or missing altogether?

No fixing yet. No overhauls. Just clarity.

Rushed decisions in healthcare usually lead to:

  • Extra appointments

  • Extra medications

  • Extra stress

  • And expensive mistakes that were avoidable

A solid review creates confidence. The National Institute on Aging offers a helpful overview of documents and information worth reviewing each year.


Confidence leads to better decisions—when decisions actually need to be made.

If you’re thinking:

“I just want to make sure we’re on the right track”

“Nothing is urgent… but something feels off”

“I don’t even know what questions to ask”

That’s review territory. And it’s exactly where I come in.

👉 Ask the Advocate — sometimes all you need is a second set of experienced eyes before moving forward.

No resolutions required.
Just a smarter, calmer start to the new year.

Stay confident. Stay informed. Stay Taylormade.

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Don’t Be the 1 in 4 That Fall Every Year