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An Action Plan for Successful Aging

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The 40-70 Rule®

Experts have said that by the time you’re approaching 40 and a loved one is around 70, you should have had the “talk” about issues so many families want to avoid. The Home Instead network refers to that as the 40-70 Rule® , a program launched in 2008 to address the importance of starting difficult conversations early. Home Instead, Inc., now wants to take these conversations further and encourage individuals and families to document their wishes.

An Action Plan for Successful Aging

The 40-70 Rule®: An Action Plan for Successful AgingSM provides expert advice to help you and your loved ones start the necessary conversations about the future and put your plan into action. With the assistance of noted experts in aging, finances, health, end of life and communication, this resource will take the guesswork out of some of the issues that many families eventually face. Included are conversation tips and considerations for a variety of circumstances such as living alone, blended families, dementia and religious preferences – topics that so many families are dealing with in today’s world.

This Action Plan is written for the individual who wants to face aging with confidence. You also may be filling out an Action Plan with someone you love including a parent, spouse or friend. Whether this plan is for you or someone close to you, we hope that completing this plan will help you be better prepared for the road ahead.

Download the Aging Plan to get started.

Please note that the content, suggestions and tips included in this resource are provided for informational purposes only. They are not intended to be and should not be construed as being medical, legal or financial advice or a substitute for receiving such professional advice. Always seek the advice of a physician or other qualified medical provider for any questions you or a loved one may have regarding a medical condition. You should also seek the advice of an attorney and a tax, insurance or other financial advisor for any legal and financial questions, respectively, you or a loved one may have. Home Instead, Inc., and the Home Instead franchise network do not warrant or guarantee that following any of the suggestions and tips included in this resource will result in, prevent, eliminate or alleviate any outcome in this resource, and expressly disclaim any liability with respect to the content, suggestions and tips included in this resource.

Last revised: July 31, 2014

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Thoughts and stories from others
  1. August 16, 2014 at 1:43 pm | Posted by Terry

    Hello interested in. Knowing about aging ages 40-70. Thanks Terry


  2. August 15, 2014 at 3:42 pm | Posted by Sandra Slonecker

    My husband has been diagnosed with Alzheimer's And I am needing information and guidance.


  3. August 14, 2014 at 5:31 pm | Posted by Frances L. Clark

    My mom was a victim to Alzheimer's. God knows I wished these services were available at that time. My mom passed away in February, 2003. It was the toughest job I ever encountered. That time was the most frustrating time,not only for me, but for my mom as well. I have made Alzheimer's Disease a private compaign. Everyone I came in contact with were most helpful, but I just wish I had the information on what to expect long before mom was diagnosed. It may have made if somewhat easier to endure. If I had to do it again, I definitely would make the same decisions for mom, which I have never regretted. I just thank God that I was there to be her caregiver. Continue the wonderful work your nurses put forth and make the information more available to other caregivers and the wonderful patients with this dreadful disease. Love to all, Frances L. Clark


  4. August 13, 2014 at 10:29 pm | Posted by Elizabeth Svercl

    I appreciate this tool my husband and I can use as we design the plan for the next stage of our lives. This will help us to start conversations with our children, as well as with our siblings. I know this took a group effort to design, but I see this as a wonderful tool to use and a "record in our own handwriting" of our personal wishes.


  5. August 8, 2014 at 2:31 pm | Posted by Mike Good

    I haven't had time to look through all of the details but this Action Plan is definitely a great resource! I also love the Conversation Tree! Great job.


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