Help Your Parents Through What’s Next, One Decision at a Time.
If you’re part of the sandwich generation, caring for an aging parent while still raising your own kids, this is for you. SetToRetire breaks down the big decisions, medical, financial, legal, and living arrangements, in plain language, then connects you with local professionals who can help.
New Guides and Articles on the Decisions Families Are Facing Right Now
Railroad retirement and Social Security are taxed under two different sets of rules, and mixing them up on your return can cost you. Here…
Financial PlanningSocial Security scams cost Americans hundreds of millions of dollars every year, and today's scammers know enough about you to sound real. Here are…
Downsizing & MovingYou've probably gotten the postcards, the texts, or the "we'll buy your house, any condition, cash in 7 days" calls. Before you sign anything,…
Senior Housing OptionsDeciding between assisted living vs. in-home care usually comes down to one question: does your parent need help managing life at home, or do…
Caregiver ResourcesGrowing old alone with no family nearby is more common than most people think, and most people have no plan for it. We sat…
Aging In PlaceAn accessible bathroom remodel fixes the real safety problems: a tub that's hard to get into, a toilet that sits too low, a floor…
Built for the Sandwich Generation, by Someone Who's Been There
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, including the ones you'll find on MovingToSeniorLiving.com.
Table of Contents
Determine Your Path
See the Workbook → $47 · 138 pages · softcover
Every Major Decision, Covered in Plain Language
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.
Room-by-room checklists, how to start the conversation with a parent, and how to find movers who specialize in this exact kind of move.
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 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.
Home modifications, safety checklists, and the realistic signs it might be time to consider other options.
The warning signs of financial exploitation, the scams that target seniors most often, and what to do the moment you spot one.
The Checklist Every Family Needs for This Transition
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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Ready to Talk to a Local Professional?
Our partner directory lists local professionals serving families nationwide, from estate planning attorneys to senior movers. Free to search, free to contact. If you've worked through The Retirement Roadmap Workbook, you already know which category to start with.
"Every family deserves local professionals they can trust during one of life's most important transitions."
— Rob Althouse, Founder, MovingToSeniorLiving.com Browse the Directory →