Last updated: 2026
Please read this carefully — it explains what this book is, and what it isn't.
The U.S. Senior Survival Playbook is for general educational and informational purposes only. It is designed to help you understand government programs, tax rules, and benefits in plain English, and to point you toward the right forms, phone numbers, and questions to ask.
Nothing in this book is tax advice, legal advice, financial advice, or medical advice. The author is not a licensed attorney, certified public accountant, enrolled agent, financial advisor, or insurance agent, and reading this book does not create any professional relationship. This book is not a substitute for personalized advice from a qualified professional who knows your specific situation.
Tax thresholds, benefit amounts, income limits, and program rules change frequently and vary from state to state. Every figure in this book reflects the 2026 program year to the best of careful research, but numbers can change, sometimes without much notice. Before you make any decision or take any action based on this book, please confirm the current details with the official source (such as SSA.gov, Medicare.gov, or IRS.gov) or with a qualified professional. The dollar examples in the book are for illustration only, and your own results will depend on your individual circumstances.
This book is an independent educational resource. It is not affiliated with, endorsed by, or sponsored by the Social Security Administration, the Centers for Medicare & Medicaid Services, the Internal Revenue Service, or any other government agency. All program names, forms, and phone numbers mentioned are public information.
We can't and don't guarantee that you'll qualify for any particular program or benefit, or that you'll save any specific amount of money. Eligibility depends on your personal circumstances and current rules. This book gives you the information and the questions to ask — but the outcome depends on your own situation and the agencies involved.
Real government agencies do not cold-call you demanding personal or financial information, and they never ask for payment in gift cards. If someone contacts you claiming to be a government agency, or claiming to be us, and asks for sensitive information, do not give it — hang up and contact the agency directly using an official phone number.
Questions? Email us at [email protected].