The Boomer
Money Guide
Smart Money Strategies for your Best Years Yet
A simple, trusted roadmap for Baby Boomers who want clarity, confidence, and control over retirement, money, healthcare, and the next chapter of their life.
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Instant download • $9.99 one-time • Lifetime access
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The Boomer Money Guide is for general educational and family-organization purposes only. It is not financial, tax, legal, insurance, or investment advice, and Mark Stiles is not a licensed financial advisor. Everyone's situation is different — for personal decisions about money, taxes, benefits, or coverage, please speak with a licensed professional.
© 2026 Mark Stiles Marketing LLC · Privacy Policy · Terms of Use · Questions? support@boomermoneyguide.com
A practical, easy-to-read guide built to help Boomers gain confidence, clarity, and control over their money and future — without overwhelm.
Understand the popular “3 Bucket” framework, how Social Security timing works, and how to organize your retirement income picture — great homework before you sit down with a licensed advisor.
Understand Medicare, supplemental insurance, long-term care, and medical costs — explained in plain language.
Learn the common tax and withdrawal questions that catch many retirees off guard — in plain English, with the exact questions to bring to your tax preparer or licensed advisor.
Get scripts, checklists, and plans that support aging parents, spouses, conversations, adult children, and blended families.
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.
Understand the popular “3 Bucket” way of thinking about retirement income, the questions people ask about when to claim Social Security, and how to organize your picture of what you have — so your conversation with a licensed advisor starts miles ahead.
Learn the common tax and withdrawal questions that catch many retirees off guard — explained in plain English, with the exact questions to bring to your tax preparer or licensed advisor so nothing gets missed.
Understand Medicare, supplemental coverage, long-term care, and the family conversations and documents that bring peace of mind for everyone.
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