The Caregiving Guides · Guide 11 of 11
The Boomer Money Guide
Plain-English organization for the money side of this stage of life.
$47 · fillable + printable PDF
- Social Security, Medicare, and coverage organizers
- Accounts, costs, and “making it last” worksheets
- Scam-awareness and protection checklists
✓ Sold on BoomerMoneyGuide.com · Instant download · Secure checkout
What's inside
The financial decisions of this stage of life — Social Security, Medicare, taxes, making your money last, avoiding scams — come at you fast, and the information is scattered everywhere. The Boomer Money Guide organizes it in plain English, with room to keep your own numbers, accounts, and questions in one calm place. It pairs perfectly with the Boomer Buddy Guide: medical and money, handled.
- Social Security, Medicare, and coverage organizers
- Accounts, costs, and “making it last” worksheets
- Scam-awareness and protection checklists
- Questions to bring to a licensed financial professional
Who it's for: Boomers and families who want the money side organized — coverage, costs, accounts, and the questions to ask a licensed professional.
Format: Fillable + printable PDF workbook · Sold on BoomerMoneyGuide.com
Get organized before you need to be.
The Boomer Money Guide · $47
See the Boomer Money Guide →✓ Sold on BoomerMoneyGuide.com · Instant download · Secure checkout
Good to know
How do I get the guide after I buy?
It's an instant digital download. After secure checkout you receive the PDF right away — keep it, update it, and print it for as long as you need.
Can I type my answers, or do I print it?
Both. Every guide is a fillable PDF — type your answers on screen, or print it at home (US Letter, 8.5×11) and write by hand.
Is this legal, medical, or financial advice?
No. The Caregiving Guides are educational and organizational tools that prepare you for conversations with qualified professionals — they are not a substitute for an attorney, physician, or licensed advisor.
I built these guides while helping my own aging parents and in-laws — juggling appointment after appointment, wishing I had one organized place for it all. Every guide comes from that experience. If you're not sure which one fits your situation, email me and I'll point you to the right one.
— Mark Stiles, Founder, The Boomer Guide & Caregiving Guides · support@theboomerguide.com