Organize the information your family needs, gathered in one trusted place — before your emergency arrives.
When a parent gets sick, when paperwork goes missing, when no one knows the passwords or the wishes, families scramble. We help you gather the medical, legal, financial, and personal details that matter while everyone is healthy and calm — and connect you to people and information you can trust.
Clear information
Important information for the moments that feel off, urgent, or harder than they used to be.
Find answers → The GuidesPractical organizers
Keep medical, legal, money, and personal details in one place you can keep and update.
See the guides → Get HelpResources & people
Trusted resources, real people, and coaching for when you need more than a guide.
Get help →
The Boomer Bundle
Both flagship guides together — The Boomer Buddy Guide and The Boomer Money Guide. The complete medical and caregiving organizer that keeps medical, legal, and personal details in one place, paired with the guide to the financial side families put off too long.
Educational resources, sincerely made. These are not medical, legal, or financial advice — they're clear information that helps you ask better questions of the professionals who provide it.Products for caregivers by someone who is living this caregiving challenge like you.
Clear information for the moments that feel off, urgent, or harder than they used to be.
You may be noticing small changes, or you may already be in a stressful week. It helps to know what to watch for, what to ask, and what to have ready before pressure rises.
Find what fits your situation.
These are some options — you don't have to sort it all out at once.
What to do first
When something is changing, focus on safety, health, daily life, and paperwork — without trying to solve everything at once.
Learn more →Signs an aging parent may need more help
The patterns families notice first — medication mistakes, confusion, falls, missed bills, and changes at home.
See the signs →Questions to ask before a crisis happens
Get clearer about doctors, medications, documents, and decisions that are harder to make once a crisis hits.
See the questions →How to organize aging parent information
Put what matters most in one place — medications, providers, care notes, emergency contacts, and paperwork.
Learn how →What to do in a parent health emergency
When everything moves fast, know what to bring, what to ask, what to write down, and what needs follow-up.
See the steps →The Boomer Beat
Important legislation affecting seniors' money and health, linked straight to the official record.
See The Boomer Beat →When questions come fast, the right guide keeps it all in one place.
Clear, simple and helpful organizers that keep everything ordered and accessible in one place.
Each guide is built from experience with the questions families actually face. Begin with The Boomer Bundle for the full picture, or choose the single guide that fits your situation.
The Boomer Bundle
Our premium bundle, and the best way to begin. The Boomer Buddy Guide and The Boomer Money Guide together — the complete organizer plus the financial planning guide — for $57 instead of $74.
The Boomer Buddy Guide
The medical, legal, financial, and personal information organizer that a busy family needs — organized in one place you can keep, update, and hand to the people who matter. Delivered as a PDF to fill in or print, with an online flip-book version.
What's inside
- Personal and family contact information
- Medical history, medications, and care providers
- Important legal documents and where they are kept
- Financial accounts, bills, and key access details
- Digital accounts, passwords, and online presence
- Personal wishes and end-of-life preferences
- Emergency information for the first hours that matter
The Boomer Money Guide
Retirement, Medicare, Social Security, and care-cost planning — the financial questions families put off too long - this helps guide the sometimes difficult conversations. The Boomer Money Guide has its own guided walkthrough and resources.
Nine focused guides for being there through all of your challenging and important decisions.
Each one is easy to follow, helpful, and built for a real situation a family faces. Choose the full series for the best value, or a single guide on its own.
The Full Caregiving Guides Series
All nine Caregiving Guides together — the complete series. (The Boomer Buddy Guide and The Boomer Money Guide are sold separately, or together in The Boomer Bundle.)
Medical POA
Naming and preparing a medical decision-maker, and the documents to consider to make these difficult decisions.
Get this guide →Elder Care
Weighing last chapter care options — home care, assisted living, and discusses the costs behind each.
Get this guide →End of Life
Final wishes, documents, and discussions that are better to have now, then when the time is short and short is the patience of all involved.
Get this guide →Digital Assets
Accounts, passwords, and online presence — do you even know any of this information? This guide helps you get that private information recorded safely, without leaving things exposed.
Get this guide →Emergency Planning
The absolutely critical information that needs to be gathered and discussed prior to the real emergencies.
Get this guide →Baby Boomers
A guide to gather the important information the boomers need to get things organized for the people they love.
Get this guide →Sandwich Generation
For Generation X (GenXers) caring for aging parents, themselves, and their children all at once - this guide helps keep both sides organized.
Get this guide →Gen Xers
Getting ahead of caregiving before the pressure rises, with time to make decisions still on your side.
Get this guide →Tell us your current challenges, and we'll connect you to what helps.
We know there are two kinds of people find their way here: the all-of-a-sudden caregivers who need financial income opportunities now, and caregivers who may have had to leave a job, or simply need to make more to cover expenses. Choose the one that fits — you can always come back for the other.
Find the right resource for your new normal - the "Everything is unknown" scenario:
These are the people and resources families reach for most. We recommend beginning with one — you don't have to sort it all out at once.
- Medical providers & pharmaciesDoctors, nurses, pharmacists, and discharge planners can clarify instructions and follow-up.
- Area Agency on AgingLocal aging-service agencies can point to caregiver support, transportation, meals, and respite.
- Medicare & insuranceMedicare.gov, plan documents, and provider directories help with coverage questions.
- Elder law & estate professionalsAttorneys for wills, trusts, powers of attorney, and estate matters.
- Care managers & support servicesSocial workers, home care, hospice, senior living, and caregiver support groups.
- From The Boomer Guide · Legislation WatchThe Boomer BeatA page that keeps an eye on legislation updates, and will always remain a nonpartisan look at the laws that affect seniors' money and health, linked straight to the official record.See The Boomer Beat →
Would you rather talk through some of your new challenges with someone who is also going through it? Book a free 15-minute connection call and we'll help you find the right resource, guide, or coaching.
Caregiving changed your work. Build something of your own.
Caregiving forces a lot of people out of a job, or into new costs like daycare and care. If you're ready to build a practical online business — or you found Mark as a startup coach — these are the ways to work together.
Clarity Plan: One-Time Session
A focused one-time session to get clear on your situation and your best next move.
Book a Clarity SessionCare Plan: Ongoing Sessions
Ongoing monthly coaching — a plan we build and work month to month, with steps, resources, and accountability as you go.
Start the Care PlanWe will recommend vetted, practical tools at SmallBusinessToolGuide.com so you're not guessing what to use - we have used all of these and can direct you so you don't buy things you don't need.
Following the laws that affect your money and your health.
We want to watch the Important legislation in six areas that touch an older adult's money and health — this is followed monthly, without any political commentary, with links straight to the official record so you can read the source yourself.
Medicare
Coverage rules, premiums, prescription-drug provisions, and benefit changes that affect what seniors pay and receive.
Social Security
Benefit levels, cost-of-living adjustments, eligibility, and solvency measures tied to monthly income.
Older Americans Act
Reauthorizations and funding for senior nutrition, caregiver support, and community aging services.
Elder Fraud & Scams
Laws targeting financial exploitation, scam prevention, and consumer protections for older adults.
Assisted Living & Long-Term Care
Standards, oversight, and funding for assisted living, nursing homes, and long-term care facilities.
Wills, Trusts & Inheritance
Estate tax thresholds, inheritance rules, retirement-account distribution, and trust-related provisions.
- Official sources only. Every link goes to Congress.gov or GovTrack, which track the public congressional record.
- Strictly nonpartisan. We report what a bill does and who it affects — never whether you should be for or against it.
- Focused on purpose. We follow six topics: Medicare, Social Security, the Older Americans Act, elder fraud, long-term care, and wills & inheritance.
- You can verify it yourself. Each topic links to the live record, so you're never relying on our word alone.