The Boomer
Money Guide
A simple, trusted roadmap for Boomers who want clarity, confidence, and control over retirement, money, healthcare, and the next chapter of their life.
“Mark’s guide helped us understand our retirement, healthcare, and financial decisions for the first time. The information is simple, clear, and empowering — truly a must-have for anyone over 50.”
— Debby & Mike D., Lansing, MI
What’s Inside the
Boomer Money Guide
A practical, easy-to-read guide built to help Boomers gain confidence, clarity, and control over their money and future — without overwhelm.
Retirement Confidence
Learn the simple “3 Bucket Strategy,” Social Security timing rules, and how to build income you can rely on for life.
Healthcare & Medicare Mastery
Understand Medicare, supplemental insurance, long-term care, and medical costs — explained in plain language.
Protecting Your Money & Avoiding Mistakes
Stop overpaying taxes, avoid the traps that cost retirees thousands, and learn how to make smart financial decisions after 50.
Family & Caregiver Preparedness
Get scripts, checklists, and plans that support aging parents, spouses, conversations, adult children, and blended families.
WHO IS THE BOOMER MONEY GUIDE FOR?
Ready for clarity, not confusion.
- ✔Boomers who want clarity around retirement & healthcare.
- ✔Anyone 50+ feeling overwhelmed by financial decisions.
- ✔Caregivers supporting aging parents or in-laws.
- ✔Couples planning their next season of life together.
- ✔People who want simple explanations — not confusing jargon or scare tactics.
What You’ll Learn in the Next 10 Minutes
In just one read-through, you’ll understand the key decisions that matter most for your money, retirement, and healthcare—plus what to do next with clarity and confidence.
Plan Your Retirement With Confidence
Discover the simple “3 Bucket Strategy” for income you can rely on, how to time Social Security, and how to avoid running out of money in your later years.
Avoid the Costly Mistakes Most Boomers Make
Learn the tax traps, withdrawal mistakes, and financial pitfalls that quietly cost retirees thousands—and how to sidestep them with a clear plan.
Prepare for Healthcare & Family Decisions
Understand Medicare, supplemental coverage, long-term care, and the family conversations and documents that bring peace of mind for everyone.
Get the Boomer Money Quick-Start Checklist and review it at your pace.
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Mark Stiles
Mark is part of what many families quietly experience today. He has five living parents — his father and stepmother, his mother, and both in-laws — all in their late 70s and 80s and aging while still living independently. In 2025, navigating healthcare became a central part of his family’s life, with hospital visits, rehabilitation stays, ongoing doctor appointments, and the constant challenge of understanding medical language, paperwork, and care decisions.
In late 2024, Mark stepped away from his full-time role as Director of Marketing at a busy physical therapy company to build his own business. Not long after, caregiving made it clear how essential flexibility and clear communication truly are. Through exam rooms, hospital hallways, and care conversations, Mark gained firsthand insight into the emotional and financial pressures many Baby Boomer and Gen X families face. Drawing on decades of experience as a touring performer and communicator, he now focuses on helping families bring clarity, understanding, and calm to what can often feel like an overwhelming season of life.
The Boomer Money Guide was created to give everyday people a simple, trusted roadmap — without jargon, lectures, or scare tactics.
- ✔Over 30 years of communication + leadership experience.
- ✔Walked beside parents and family through retirement & healthcare decisions.
- ✔Driven to help Boomers feel secure, respected & financially confident.
Consult with us
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