Plain-Language Guides for Families Caring for Aging Parents
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
Finding the best state to retire on a fixed income has less to do with a top-10 list and more to do with your…
Aging In PlaceStair lifts for seniors can make a two-story home workable for years longer. Here's what the main types cost, who can help pay, and…
Elder Financial AbuseThe grandparent scam used to be an easy call to spot. Now scammers clone a real family member's voice with AI, so the panic…
Elder Financial AbuseRomance scams cost people hundreds of millions of dollars every year, and older adults lose more per person than any other age group. Here's…
Elder Financial AbuseReverse mortgage scams target older homeowners through fake contractors, stolen loan proceeds, and pressured investment pitches. Here's how they work, the real warning signs,…
Financial PlanningGray divorce brings a specific set of financial, estate, and housing decisions that younger divorcees may not face. Here's what to work through, in…
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 →