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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No recurring fee. Lifetime access.

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Instant download • $9.99 one-time • Lifetime access

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Instant digital download · Read on any device · Lifetime download access — details in our Terms

The Boomer Money Guide cover

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

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

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.

Medicare & Healthcare, In Plain English

Understand Medicare, supplemental insurance, long-term care, and medical costs — explained in plain language.

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Protecting Your Money & Avoiding Mistakes

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.

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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?

This guide is for you if you are…

Ready for clarity, not confusion.

  • Baby 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 language or scare tactics.
Inside the guide

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.

Instant digital download — read on any device.
Get The Boomer Money Guide for $47
🧭

Plan Your Retirement With 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.

Avoid the Costly Mistakes Most Boomers Make

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.

❤️

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.

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Mark Stiles Founder Photo
Meet your guide

Mark Stiles

Caregiver, communicator, and guide for Boomers navigating their next chapter.

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. Mark isn’t a financial advisor, and this guide isn’t financial advice — it’s about organizing the information you will wish you have when the time comes, so you can walk into a professional’s office prepared.

  • Over 30 years of communication + leadership experience.
  • Walked beside parents and family through retirement & healthcare decisions.
  • Driven to help Boomers feel organized, respected, and prepared.
Get The Boomer Money Guide for $9.99
Instant digital download · Lifetime download access — details in our Terms