The biggest mistake people make with an inheritance is moving too fast. Here is the calm, in-order list, and why the kind of money you inherited changes everything. The finale of Passing It On.
Long-term care insurance protects your savings and gives you choices about care. It's about options, dignity, and preparation for what lies ahead.
Most families wait, each side hoping the other brings it up. Here is how to actually start the talk about your parents' plans, from the side that has to go first. Part two of Passing It On.
This month, I'm trading in my usual whimsy for something deeply important: grief. It touches all of us, yet so few are truly prepared to face it.
A will is the floor, not the finish line. Three things it quietly leaves out, and the one part no document can cover. The first in our Passing It On series.
Our bones and joints are the unsung heroes of everyday life, supporting every step, stretch, and stride. Let's shine a light on keeping them strong at every age!
“My full trust is in you folks and always has been since the beginning.”
— Dana B., ARA client since 2019
“Best decision we made years ago in AZ was finding American Retirement Advisors!”
— Ellen K., Scottsdale
“I told my friends I was in the same position and talked to American Retirement Advisors and got my questions answered.”
— Rod H., ARA client
“I was talking to a family friend yesterday and told him what a wonderful job Marc did.”
— Susan S., Mesa
“He comes highly recommended by close friends. I only want to talk to David Edge.”
— Gene M., referred client
“This is my first year in Medicare and your input was extremely helpful.”
— Randy B., new client
We start by learning what you want to accomplish and what you have to work with. We can't help if we don't know the full picture.
We keep the best of what you already have, replace what can be better, and make sure nothing is falling through the cracks.
As life changes, so should your plan. We lock in an annual review to make sure everything is still working for you.
Five years ago, I became eligible for Medicare. Having helped others navigate it for years, I thought I knew it all. But experiencing it firsthand gave me a whole new perspective.
Time to start thinking about the Medicare annual enrollment period and what changes you may need to make between October 15th and December 7th.
Untreated hearing loss forces the brain to work harder, pulling resources away from memory and thinking. Research shows this connection significantly increases dementia risk.
As Medigap premiums continue to rise, Medicare Advantage plans might be worth exploring—especially with the 12-month trial period available to first-time enrollees.
Long-term care insurance protects your savings and gives you choices about care. It's about options, dignity, and preparation for what lies ahead.
Everyone said to finish your Roth conversion before tax rates jumped in 2026. Then the 2025 tax law made those rates permanent. Here is what that changes.
There is a difference between someone telling you it will be okay and someone making you feel okay. You find out which one you have the moment something goes wrong. It is true at a resort, and it is far more true in retirement, the day the market goes dark.
There are a few questions almost nobody asks their advisor. They feel awkward, or a little too close to the bone, or like you are afraid of the answer. But they are the ones that separate a real plan from a nice relationship, and the difference between an advisor who manages your money and one who a
The biggest mistake people make with an inheritance is moving too fast. Here is the calm, in-order list, and why the kind of money you inherited changes everything. The finale of Passing It On.
Most families wait, each side hoping the other brings it up. Here is how to actually start the talk about your parents' plans, from the side that has to go first. Part two of Passing It On.
A will is the floor, not the finish line. Three things it quietly leaves out, and the one part no document can cover. The first in our Passing It On series.
Marie prided herself on knowing where everything was, but when her memory faded, her sons faced a nightmare trying to find her important documents.
