Free Medicare Guides & Checklists
Start with the Medicare moment you're in.
Pick the guide, checklist, or tool that fits your situation — so you can slow down and prepare before you compare plans or call anyone.
Which describes you?
Tap where you are — we'll point you to the right place on this page.
Start here
If you want a calmer way to orient yourself before comparing plans, calling anyone, or making a decision.
The Medicare Decision Map Starter Pack
Find your situation. See what to check. Don't go in blind.
- See the two Medicare paths side by side
- Know what to check before you compare plans
- Use the map before a sales call, appointment, or enrollment decision
Download lives on the guide page.
Free means free. No sales calls. No plan recommendations. No broker commissions.
Guides on the site
Grouped by where you are — read these alongside the downloadable resources. Each opens its own page.
Before the Sales Call
What to know before you talk to an agent — so the conversation works for you.
FormsAuthorization Forms
Medicare authorization forms for appeals, coverage decisions, and care coordination.
SafetyScam Watch & Protect
Help someone spot scams and protect their information.
OrganizerFamily Medicare Organizer
Coverage snapshot, call log, appeals tracker, and digital sharing guide. Free, fillable, printable.
GuideFamily Medicare Conversation Guide
For families who aren’t yet talking — or don’t yet agree. Frameworks, scripts, and what to do when agreement isn’t possible.
Coming soon
More guides we're building
Select the ones that match your situation and we'll send them when they're ready — one email, no spam.
Before You Call
The Single Card Isn't the Whole Decision
Start With Timing, Not Plans
Helping a Parent With Medicare
Part D Without Panic
Can I Switch Back?
Before You Use Your Employer's Medicare Credit
Retiree vs. Active Employee Coverage
Get notified when guides are ready
Pick the guides above, then add your email.
No plan sales · No commissions · Unsubscribe anytime
Free guides help you see the path. Membership helps you work through it.
Join The Clearing when you want Fern, Decision Maps, short guides, checklists, worksheets, and a quieter member community to help you work through Medicare questions as they come up.
Member-funded · Fee-neutral · No commissions