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A Handy Companion for Tours, Planning & Family Conversations<br>Use this checklist to compare your needs, wants, and priorities when exploring retirement communities or assisted living options
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Retirement Living vs. Assisted Living: What’s Right for Me? A Handy Companion for Tours, Planning & Family Conversations Use this checklist to compare your needs, wants, and priorities when exploring retirement communities or assisted living options. LIFESTYLE & INDEPENDENCE Question YesNoNotes Do I enjoy living independently with minimal help? Do I want a community with social clubs, fitness, and fun events? Am I comfortable managing my medications and healthcare? Would a maintenance-free home (no chores!) make life easier? Do I value privacy and having my own space? CARE & DAILY SUPPORT Question YesNoNotes Do I need help with personal care (bathing, dressing, grooming)? Do I need regular medication management or reminders? Have I had recent falls or health changes that concern me or my family? Would I feel safer with 24/7 staff nearby? Do I prefer meals, housekeeping, and laundry services included? SOCIAL & EMOTIONAL WELL-BEING Question YesNoNotes Do I sometimes feel lonely or isolated at home?
Question YesNoNotes Would it help to be part of a community where it’s easy to meet others? Am I looking for a slower pace and more peace of mind? COST & FUTURE PLANNING Question YesNoNotes Have I set a monthly budget for senior living? Am I aware of what services are included vs. extra costs? Do I need to explore low-income or subsidized options? Have I considered how my needs might change in the next 5–10 years? Do I want to move once, or plan for future care transitions (like CCRCs)? TO-DO DURING TOURS • Bring a notebook or this checklist • Ask about safety, staff training, and emergency procedures • Chat with current residents (ask what they love—and don’t!) • Tour dining areas, recreation spaces, and living units • Ask for a list of services included in the monthly fee • Trust your gut—how does it feel when you walk in? FINAL THOUGHTS If you answered mostly: • YES to independence & lifestyle perks → Explore Retirement Communities or Independent Senior Homes • YES to care & safety support → Look into Assisted Living Communities • MIXED responses? → You might love a Continuing Care Retirement Community (CCRC)
Ready to start exploring? Check out reviews, compare nearby communities, and schedule tours at: findcarez.com findseniorsliving.com