Your guide to a confident retirement transition
The families who struggle most are the ones who didn’t see the full picture until they were already in crisis. SetToRetire maps every stage of the journey so you know exactly what’s coming and who to bring in at each step.
You just saw the roadmap. This is the workbook that walks you through it.
The Retirement Roadmap Workbook is built around the same five steps above: Plan, Insure, Decide, Age-in-Place or Move, and Thrive. Inside you'll find a financial inventory, a Medicare coverage planner, a stay-or-move decision matrix, and a worksheet for every step in between. It's yours to fill in and bring to every professional conversation ahead.
Table of Contents
Determine Your Path
See the Workbook → $47 · 138 pages · softcover
Your retirement transition guide: six topics to navigate what's next
Parts A, B, C, D explained in plain English. When to enroll, how to avoid penalties, and how to choose the right supplement plan for your situation.
Wills, trusts, power of attorney, and healthcare directives. What every senior needs to have in place before it's too late.
Step-by-step guidance from the first difficult conversation to move-in day. Room-by-room checklists and how to find the right movers.
Independent living vs. assisted living vs. memory care, compared clearly with cost data and a practical decision framework.
Budgeting for senior housing, how reverse mortgages actually work, and Social Security timing strategies.
For adult children coordinating a parent's transition. How to have the conversation, long-distance coordination, and knowing when it's time.
The checklist every family navigating this transition needs
Download our Complete Senior Living Transition Checklist, the same resource trusted by families across the country working through this transition.
- Medicare enrollment timeline and deadlines
- Estate planning documents to gather first
- How to evaluate senior living communities
- Financial questions to ask before any move
- Local professionals to contact and when
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